Simplifying your wealth with our family office approach

 

As your success grows, so does the complexity of your financial life – and that of your family’s. To that end, our team expertly coordinates, manages, and simplifies your financial affairs with a family office approach, ensuring you can focus on what matters most to you.

Active listening

We provide you and your family the dedicated time and space you need to express your unique concerns, share your goals, and envision the life you want to live.

True collaboration

We see our team as a family serving families, and we leverage our closeness to share regular updates, insights, and expertise to deliver truly tailored advice.

Simplified solutions

We simplify the complexity of your wealth, seamlessly coordinate your affairs, and partner with industry-leading experts to help you and your family achieve your goals.

 

360 degrees of support for you, your family, and your business

 

Leveraging decades of experience and a team-wide commitment to your family’s financial well-being, we pride ourselves on delivering all-encompassing advice in every facet of your wealth, from financial planning to investment management and beyond.
We invite you to explore the different sections of the graphic below and to contact us to learn more.

 

Managing your investments

We design a robust and comprehensive investment portfolio based around your Investment Policy Statement (IPS) – a document that outlines your short- and long-term objectives, risk tolerance, income needs, and other unique preferences. Then, our Investment Committee meets daily to align your investments to the evolving market.

Managing your family wealth

A family wealth plan is essential to safeguard what’s been built for future generations. To that end, our knowledgeable team works with you and your family to determine an appropriate structure to help meet your family’s goals and establish fair outcomes – all while thoughtfully navigating the emotions and dynamics that may naturally arise.

Minimizing taxes

Minimizing and managing your tax obligations isn’t an afterthought for our team – it’s an essential part of our overall family office approach. Based on your unique circumstances, we recommend a range of tax-smart strategies and tax-efficient investment vehicles that lighten your family’s tax burden and help you accomplish your goals.

Optimizing business wealth

Whether you’re building, selling, or passing your business on to the next generation, we provide in-depth owner and succession planning to meet your specific needs. From helping you make challenging decisions to taking advantage of opportunities, our dedicated specialists work diligently to optimize your wealth at every life cycle stage.

Retirement and financial planning

Your retirement and financial plan should be as unique as you are, taking into account the values, beliefs, and goals specific to you and your family. With our personalized and collaborative approach, we work with you to define an intergenerational plan that sets you up for success and offers unwavering long-term support throughout all life’s moments.

Charitable giving

You and your family have causes and organizations that are near and dear to your heart – we have plans and strategies to help you make a difference. By discussing your values and objectives, we incorporate philanthropy and structured charitable giving into your overall wealth plan so that you can build a lasting legacy for generations to come.

Protecting your estate

You’ve worked hard to build a life that supports and encourages the needs and goals of your family – we work equally hard to protect it. From helping you retain more of your assets to easing the transition of wealth to the next generation, we build you an all-encompassing Will and Estate plan that provides true peace of mind to you and your family.

Educating the next generation

As part of our holistic family office services, we take an intergenerational approach to help your family build sound financial management skills. By instilling sound advice and offering practical learning opportunities, we seek to set the stage for a lifetime of informed and confident financial decision-making to ensure your future success.

Coordinating banking needs

As part of RBC Dominion Securities, Canada’s largest full-service wealth management firm, our team has priority access to industry-leading banking partners in a range of relevant fields. From RBC Private Banking to RBC Commercial Banking, we seek to simplify, consolidate, and optimize your banking needs according to your objectives.

Managing your investments

We design a robust and comprehensive investment portfolio based around your Investment Policy Statement (IPS) – a document that outlines your short- and long-term objectives, risk tolerance, income needs, and other unique preferences. Then, our Investment Committee meets daily to align your investments to the evolving market.

Managing your family wealth

A family wealth plan is essential to safeguard what’s been built for future generations. To that end, our knowledgeable team works with you and your family to determine an appropriate structure to help meet your family’s goals and establish fair outcomes – all while thoughtfully navigating the emotions and dynamics that may naturally arise.

Minimizing taxes

Minimizing and managing your tax obligations isn’t an afterthought for our team – it’s an essential part of our overall family office approach. Based on your unique circumstances, we recommend a range of tax-smart strategies and tax-efficient investment vehicles that lighten your family’s tax burden and help you accomplish your goals.

Optimizing business wealth

Whether you’re building, selling, or passing your business on to the next generation, we provide in-depth owner and succession planning to meet your specific needs. From helping you make challenging decisions to taking advantage of opportunities, our dedicated specialists work diligently to optimize your wealth at every life cycle stage.

Retirement and financial planning

Your retirement and financial plan should be as unique as you are, taking into account the values, beliefs, and goals specific to you and your family. With our personalized and collaborative approach, we work with you to define an intergenerational plan that sets you up for success and offers unwavering long-term support throughout all life’s moments.

Charitable giving

You and your family have causes and organizations that are near and dear to your heart – we have plans and strategies to help you make a difference. By discussing your values and objectives, we incorporate philanthropy and structured charitable giving into your overall wealth plan so that you can build a lasting legacy for generations to come.

Protecting your estate

You’ve worked hard to build a life that supports and encourages the needs and goals of your family – we work equally hard to protect it. From helping you retain more of your assets to easing the transition of wealth to the next generation, we build you an all-encompassing Will and Estate plan that provides true peace of mind to you and your family.

Educating the next generation

As part of our holistic family office services, we take an intergenerational approach to help your family build sound financial management skills. By instilling sound advice and offering practical learning opportunities, we seek to set the stage for a lifetime of informed and confident financial decision-making to ensure your future success.

Coordinating banking needs

As part of RBC Dominion Securities, Canada’s largest full-service wealth management firm, our team has priority access to industry-leading banking partners in a range of relevant fields. From RBC Private Banking to RBC Commercial Banking, we seek to simplify, consolidate, and optimize your banking needs according to your objectives.

 

The North America Family Office Report

Explore insights and compare trends.

Read the report