RBC Private Wealth Services 

Much of the expertise that you would normally expect to only find within a Family Office is now available through our office. By drawing on the RBC Wealth Management Services’ team of highly accredited lawyers, accountants and financial planning professionals, we are able to deliver the level of integrated wealth management expertise that previously was available only to the most affluent families.

TAX PLANNING

  • Minimization Strategies
  • Deferral Strategies
  • Funding Strategies
  • Domestic & Offshore Planning

WEALTH TRANSFER

  • Estate Planning
  • Estate Protection
  • Wealth Preservation Planning
  • Business Exit & Succession Planning
  • Ownership Structures
  • Trust Services - Domestic & Offshore
  • Charitable Giving

FAMILY CONTINUITY

  • Family Mission, Vision & Values
  • Family Governance
  • Multi-Generational Planning
  • Counselling & Wealth Education
  • Family Business Planning
  • Retirement Planning
 

LIFESTYLE
MANAGEMENT

  • Cash Management & Liquidity Requirements
  • Cash Flow Needs
  • Administrative Services
  • Centralized Recordkeeping
  • Concierge Services

PHILANTHROPY

  • Integrated Charitable Plans
  • Foundations
  • Planned Giving

INVESTMENT MANAGEMENT

  • Investment Policy Design
  • Asset Allocation
  • Investment Manager & Strategy Selection
  • Portfolio Monitoring & Rebalancing
  • Comprehensive & Consolidated Reporting
 

RISK
MANAGEMENT

  • Insurance
  • Asset Preservation
  • Liability Management
  • Income Protection
  • Unexpected Tragedy
  • Portfolio Protection

INVESTMENT BANKING / CORPORATE FINANCE

  • Financial Analysis
  • Financing Options
  • Public Offering or Private Placements
  • Mergers & Acquisitions
  • Succession/Exit Planning
  • Multi-Industry Expertise

BANKING &
CREDIT

  • Personal or Business Credit
  • Private Banking Services
  • Complex Credit Structuring
  • Business & Commerical Banking Services
  • Debt Management Strategies
 

Let's Discuss Your Wealth Management Goals Today

Draw on the RBC Wealth Management Services' team years of experience to get the wealth management expertise you and your family needs.

Contact Me & My Team Now