The incoming CEO of Top 10 Firm RSM US, Brian Becker, shares his thoughts on the challenges and opportunities facing the accounting profession, and where he's taking his firm in particular. Welcome to ...

Is a legacy firm one that follows tradition, or one that's interested in maintaining its legacy for years to come? Most firm leaders today understand that modernizing and adapting is the real key to ...

As high-net-worth individuals and families choose multi-family offices, many accounting firms offer various services they categorize as such. However, when analyzing self-identified family office ...

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High-income individuals and families prefer multi-family offices over various private wealth industry professionals (Exhibit 1). This preference increases as their level of affluence rises. The goal ...

Flexible models quickly adjust to market dynamics. They foster innovation and efficient resource use. Adaptability leads to competitive advantage. Key findings are powered by ChatGPT and based solely ...