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FUNDRAISING NEWS | October 30, 2024

Middle-market Services Firm RSM Names New Family Office Practice Leader

Tags: Consultants, Personnel, Family Office Insights

Chicago-based RSM US has named Karen Costa, who had been serving as tax partner for private client services, as its new family office enterprise leader.

In an October 29 press release, the firm said Costa will be expected to lead strategic growth and direction in client services and solutions in the new role. She brings over two decades of experience with serving ultra-high-net-worth and other family office clients, specializing in tax planning services.

To date, RSM US said it houses more than 800 professionals servicing 500 family enterprise clients.

View the press release here.

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Written By: Dakota

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