Prioritizing you, your family, and your business with a family office approach

At Hymers Private Wealth, we’ve gained a deep understanding of the intricate dynamics and nuanced interplay of family wealth and business. With your unique circumstances in mind, we aim to foster harmony, simplify complexity, and build a legacy for you and your family by providing the very best in wealth and investment services – from financial planning to investment management and beyond.  

Focus on what matters most

You’re busy building a life, a business, and a legacy – we’re busy taking expert care of the day-to-day management of your family wealth. However you and your family choose to spend your time and energy, we provide world-class administration and oversight of your financial affairs so that you can focus on what matters most.

Financial planning

We take the time getting to know you, your family, and your business. Then, we recommend holistic strategies and implement a tailored plan to help you accomplish your long-term goals.

Investment management

With A+ and Private Investment Management, RBC’s leading investment platforms, we design a fully customized and diversified portfolio based on your needs for income, growth, and security.

Will and estate planning

We thoughtfully identify tax opportunities and create a tax-efficient plan to protect your estate for the benefit of your family, ensuring you can create an enduring legacy for generations to come.

Business succession planning

We proactively plan for the sale or transition of your business through tax-efficient strategies, implementation of an Individual Pension Plan for you and your employees, and much more.

Charitable giving

We work with you to uncover the causes you’re passionate about, determine a giving strategy that’s aligned to your objectives, and assist you and your family in creating a charitable foundation.  

Retirement planning

We provide true confidence and peace of mind as you prepare for the next exciting chapter in your journey, ensuring you maximize retirement savings and income while minimizing your tax burden.

Insurance planning

We analyze your family’s need for insurance based on your unique financial situation, propose insurance strategies to help minimize tax, and help you make the most of your estate along the way.

Financial education

We provide you and your family the tools you need to feel confident in your financial decision making, offering 1:1 consultations and access to the unparalleled resources of RBC at every stage in your journey.

Specialized services for your family enterprise

While you manage all the moving parts of running a business, you can rest assured that as licensed Family Enterprise Advisors (FEA), Rhonda and Rossi are spearheading a financial strategy that covers a full range of business-related financial concerns, including:

  • Managing business and personal assets tax-efficiently
  • Drawing in experts and solutions for complex legal, tax, and estate planning situations
  • Establishing governance structures for your business, to ensure family harmony as you navigate important business decisions
  • Strategizing a transition to the next generation or other business succession options
A Venn diagram showing the overlap of family, ownership, and business. A Venn diagram showing the overlap of family, ownership, and business. A Venn diagram showing the overlap of family, ownership, and business.

The North America Family Office Report 2024

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Wealth is personal – your advice should be too

No matter your unique financial situation, our team is equipped to offer personalized advice to help you address it.

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