Tony Wood

Principal, Tax Services · RSM US LLP · company speakers →

Tony has nearly 30 years of experience with senior leadership and practice development success in the financial and accounting professions. He is currently a leader of RSM’s private client services practice. He also serves as the director of growth strategies for RSM multi-family office services. His responsibilities include improving the client experience by developing tax and advisory solutions for the specific needs of business owners of highly successful privately held businesses, single-family office and ultra-high net clients. In his role, Tony focuses on building continuity and structure between the private client services and multiple RSM practices. Through his ongoing leadership, Tony fosters a consistent client experience and delivery model so RSM advisors and client service coordinators can serve clients’ needs holistically, promoting a clear understanding of the connection and integration of all RSM service offerings. This approach entails collaboration among the RSM US tax professionals, consultants and advisors who complement each other, and work together in the design, execution and implementation of financial and business planning. Prior to joining the firm, Tony guided many of the top U.S. accounting firms, financial services firms, private banks, and law firms in re-engineering business models, creating national platforms, enriching business development and marketing techniques, and devising new distribution channels to serve clients.

Is this you? Claim this profile →