About Chris

Chris is a nationally-aligned senior manager within RSM’s Family Office Enterprise practice, where he plays a pivotal role in supporting the expansion, execution, and go-to-market strategy for family office advisory services. Known for critical thinking, Chris is passionate about innovation and collaboration. He believes that integrating multiple perspectives into any conversation is essential for crafting the best solutions.

Experience

Chris works in RSM’s family office practice and has over 12 years of experience working directly with family offices, spanning both advisory and assurance perspectives. His primary area of responsibility includes the assessment and design of family offices, with a deep focus on people, process, technology, data, and governance. His advisory experience includes:

• Family office strategy and design – comprehensive design and setup of family offices, encompassing governance, people, processes, and technology
• Family office risk assessment – conducting enterprise risk assessments, developing project charters to support risk mitigation activities, and establishing risk committees
• Family office technology search and selection – identifying business requirements, drafting and coordinating vendor RFIs and RFPs, developing proof-of-concept challenge cases, and designing systems architecture and integration plans
• Family office governance advisory – designing family governance and operating governance structures, including family assemblies, family councils, advisory boards, and investment committees

Prior to joining RSM, he held the role of senior manager within a leading professional services firm, specializing in guiding ultra-high-net-worth individuals and their family offices in areas such as business and operational risk management, process engineering, and technology selection/integration. He was instrumental in designing and leading the firm’s family office risk management practice.

Professional affiliations and credentials

• Certified public accountant, Pennsylvania
• Pennsylvania State Board of Accountancy

Education

• Bachelor’s Degree, accounting and finance, University of Delaware