Family Wealth

A multi-step process working with top internal RBC, and external professionals to protect and grow your family’s wealth.

  • Understanding your needs
  • Creating a Financial Plan to define your goals and objectives
  • Understanding any constraints or cross-border sensitivities
  • Creating an investment plan
  • Selecting top third party investment firms
  • Implementing investment plan
  • Liaising with internal RBC, and external planning professionals
  • Ongoing reviews