What Family Offices Overlook When Outsourcing Operations

Outsourcing has evolved from a niche solution to the prevailing operating model for family offices. According to a 2025 survey from RSM , 97% of US family offices are pursuing some form of strategic outsourcing, spanning investment operations, accounting, reporting and, increasingly, tax planning and compliance. For most single- and multi-family offices, the debate has moved past whether to outsource, but which functions to hand off and to whom.