Buying Time: How Outsourcing Helps Family Offices Focus on What Matters Most

Adam Lurie

Enterprise Account Leader and Managing Director, Family Office Enterprise, RSM US LLP

Adam uses his nearly 30 years of business advisory experience and decades of leadership in the information technology (IT) space to understand client situations, issues and needs. Primarily advising family offices, their operating entities and investment structures, Adam is best known for speaking to clients in their own language—without jargon—and building relationships forged on trust and candor. As a hockey dad, Adam is also a mentor and RSM team-builder who is happy with an assist as his team is scoring a goal.

Meeting families where they are, Adam works on all aspects of creating a family office, professionalizing business practices, and developing management, leadership and growth priorities. These include generational lift-outs, family office readiness, as well as existing and new family office creation. Adam crafts business solutions by actively listening and seeking to understand, drawing on over 30 years of experience with clients, families and executives.

Ron Nahass

Consulting Leader and Principal, Family Office Enterprise, RSM US LLP

Ron Nahass is a collaborative and strategic growth advisor for family offices, business/fund owners and ultrahigh net worth clients. His empathetic approach to understanding the needs of our clients comes from a deep background in financial consulting including valuation, forensics and dispute advisory services. He is regularly retained on behalf of various clients and counsel regarding high-profile commercial disputes, complex financial transactions, fraud and other advisory services. As an enterprise account leader, Ron works to align RSM’s people, processes and advisory solutions to better serve strategic financial intermediaries and private client relationships.

Ron’s family history includes a tradition of independently owned businesses. As such, he has a particular affinity for entrepreneurial-minded individuals—and the unique challenges and demands they face. Ronald’s experience includes the following but not limited to; assisting clients and counsel in navigating complex commercial litigation and forensic investigations regarding contractual disputes, intellectual property, commercial damages and other fact-finding and consultative analyses. He has led corporate investigations and forensic engagements, as well as analyzed an organization’s books and records, tracing funds, reconstructing financial records, identifying misappropriated assets or funds across many industries.

David Shaw

Publishing Director, Family Business Magazine

David Shaw is the publishing director for MLR Media. He also co-founded and serves as conference director of the Transitions conferences, the Private Company Governance Summit and Family Business Legacy.

David writes frequently on governance issues for public and private companies, and develops and maintains close relationships with multi-generational family-owned businesses. He is married, with two grown children.