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.

Family Wealth Management guide

Family Wealth Management guide

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

Advisor

Financial Planning Specialist, RBC Family Office Services


Karen and the rest of our team will engage a variety of experts and financial professionals to help you answer, and develop a custom plan to address, the important questions:

  • What steps are necessary to achieve and maintain a comfortable retirement?
  • Is my family sufficiently protected from financial risk?
  • What changes might improve my tax situation?
  • Is there a way to transfer wealth to my loved ones quickly, tax-efficiently, and according to my specific wishes?
  • How do I create a tax-efficient and reliable stream of retirement income?