Helping you manage your investments is just one way our team can assist you with your overall financial concerns. With the expert support of our industry-leading RBC Wealth Management Services Team, we can help you address your specific financial, tax, retirement and legacy planning concerns. Where appropriate, we lean on the RBC network of banking partners to meet our clients overall objectives.

10 strategies to build and protect your family's wealth

When you are responsible for $1 million or more in assets, there are some unique financial planning issues and strategies that you should consider. In our Family Wealth Management guide, we highlight 10 strategies to help you protect your assets, reduce taxes, plan for retirement and maximize your legacy.

The Family Wealth Management guide covers topics such as:

  • Managing your higher tax burden
  • Reducing additional risks such as lawsuits
  • Avoiding the common pitfalls of owning vacation property
  • Minimizing taxes when passing on family assets
  • Teaching financial responsibility to younger family members

Contact us for a free copy of The Family Wealth Management guide.

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