Family Office Series

Family Office Series | Sponsored by RSM

Family offices play an increasingly large role in the middle-market M&A ecosystem, as direct investing gains popularity. ACG's 2021 Family Office Series, sponsored by RSM US LLP, explores tax considerations, technology adoption and other issues relevant to family office investors, as well as strategies for identifying and supporting middle-market investments.


About our sponsor: RSM develops multigenerational relationships with family offices by providing tailored advisory services to help sustain family visions in an evolving, digitally driven world. Our family office professionals are curious, cohesive, caring and collaborative, and are focused on building relationships with the families we serve. We don’t view ourselves as a service provider to your family office; we view ourselves as your partner and an advisor that will earn your trust. Learn more about RSM's family office capabilities.

Featured Videos

Featured Content

Pritzker Private Capital's Paul Carbone on the Benefits of Flexible Capital [Podcast]

Family Office Investing: Portfolio Management for the Long Haul [Live Panel/Video]

How Technology Supports People in Family Offices

Inside the Family Office: Equity Group Investments [Video] 

Inside the Family Office: Hyatt Family Office [Video]

How Dashboard Technology Can Help Family Offices Maximize Their Data

Finding the Right Buyer When It’s Time to Sell the Family Business [Video]

Family Offices and Virtual Work: Finding the Right Technology [Video]

Family Office Dynamics: People Over Process [Podcast]

Faced with Uncertainty, Family Offices Take the Long View

The Pandemic’s Impact on Family Office Direct Investing [Video]

Family Offices Make an Impact During the Pandemic

In partnership with ACG New York

Carol Pepper with Pepper International [Video]

Kelly Gage with Nomi Network [Video]

Sasha Bernier with Direct Relief and Sew4Lives [Video]

Dina Said with Columbia University’s School of Public Health [Video]

John Nottingham with Nottingham Spirk [Video]

Lina Constantinovici with Innovation 4.4 [Video]


Find more insight into family offices from ACG's publication, Middle Market Growth.