Family office services
Family office or family responsibility office are terms frequently used to attract clients who are looking for a total wealth management solution through one location.
The concept is that you will gain access to a team of specialists from various disciplines through one point of contact in a single office. While that may be the case, true specialists will often stand alone because they are specialists in their areas of practice and will always choose to stand alone.
Our team offers a hybrid of this concept. Using our 4-step approach to wealth management, we will go through an internal process of identifying specific areas for our clients that need to be addressed. Our internal specialists work on providing optimized solutions, and then we call on external specialist teams for execution.
This hybrid process engages the scale and depth of RBC’s resources for our clients in investment management, financial projections and planning, Wills and estate planning, and insurance while tapping into specialist external teams as required.
Our objective is to simplify the complexity of our clients’ lives.
Please contact us for more information on how you may benefit from family office services.
