type
sm-banner
background-image
background-image-mobile
background-color
navy
title

ACTEC 2026 annual meeting

date
March 03, 2026
text-color
light
gradient-overlay
dark
buttons
Connect with an advisor today
breadcrumb

Home

Insights

Services

Financial management

  • Business tax
  • Federal tax

Private client family office planning for complex, multigenerational needs

RSM provides tailored guidance grounded in strategic tax planning—helping attorneys support clients as they navigate complexity across personal wealth, family enterprises and long‑term legacy planning.

6389959308112
Section Title

Check out these great estate and business planning resources:

Section Subtitle
Layout
feature
Pages
  • /insights/services/family-office/family-office-generational-transition
  • /insights/services/private-client/business-transition-planning-guide
  • /insights/services/business-tax/how-the-obbba-changes-to-section-1202-represent-opportunity-for-private-equity
  • /insights/services/business-tax/how-the-obbba-changes-to-section-1202-represent-opportunity-for-private-equity
  • /insights/services/business-tax/mark-calendar-opportunity-zone-tax-deferrals-end
Cards per Row
3
Number of Rows
2
Order By
title
Sort Order
ascending
Show CTA Button
false
Override CTA Label
Load more
Carousel On Mobile
false
Carousel Swiper Text
Link Target
Same Tab

RSM continues to invest in digital‑first tax technology that helps manage complexity across entities, investments and family groups—supporting more efficient analysis and informed decision making. Learn more about our approach.

Our professionals work alongside legal advisors to deliver coordinated, practical insights for clients facing sophisticated tax, governance and transition challenges.

Section Title

Check out some of the ways RSM can help:

Section Subtitle
Layout
solution
Pages
  • /services/private-client-services
  • /services/family-office
  • /services/private-client-services/estate-and-gift-tax-planning
  • /services/private-client-services/business-transition-services
  • /technologies/familysight
  • /services/business-tax/tax-planning-service-model-effects-one-big-beautiful-bill-act
Cards per Row
4
Number of Rows
2
Order By
title
Sort Order
ascending
Show CTA Button
false
Override CTA Label
Load more
Carousel On Mobile
false
Carousel Swiper Text
Link Target
Same Tab
Form ID
5070
Title
Contact our private companies professionals
Description
Complete this form and an RSM representative will be in touch shortly.
Redirect URL
/contact/contact-us-thank-you
Hidden Fields
formUsage=LEAD - ACTEC 2026 Sponsorship