RSM Launches Family Office Institute

Chicago-based IPA 100 firm RSM US LLP (FY21 net revenue of $2.9 billion) has joined forces with the Smith Family Business Initiative at Cornell University’s SC Johnson College of Business to develop the new RSM Family Office Institute, which is designed to serve the needs of family office clients.

“RSM’s vision is to be the first-choice advisor to clients, meeting them where they are and helping them position themselves for the future,” says MP and CEO Joe Adams. “The RSM Family Office Institute equips our firm to further achieve this vision through an intensive business, family dynamics and strategic planning curriculum focused on the particular needs and trends that impact the family offices we serve.”

Opening in June and led by RSM national family office leader Tony Wood and national family office advisory center leader Karen Costa, the RSM Family Office Institute program will be taught by Cornell faculty. Designed for experienced managers and above, the Institute will immerse 35 family office specialists in the complex dynamics of family office business, wealth, generational, succession and other issues.

“We designed the program curriculum to be on par with what top graduate programs are teaching about the transformative role of family offices to manage the business, personal and family affairs of wealthy families,” Wood says. “This program is designed to bring immediate practical applications for RSM and the firm’s family office clients.”



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