A service tailored to our discerning, driven customers

While our full-scope service can benefit anyone looking to make the most of significant wealth for themselves and their entire familial network, our client base consists mostly of business owners, executives, and professionals. Most of the people we serve are self-made leaders, sharing four key traits.

 
Trusting handshake.
Trusting handshake.

Seek to build or expand their financial networks

Our “family office” style approach builds on your existing network of professionals to enhance the financial expertise working for your family and offer a seamless, one-stop-shop experience.

 
Sunlit glossy office.
Sunlit glossy office.

Hold an entrepreneurial mindset

To be successful in business long-term, you must embrace innovation. Our entrepreneurial clients appreciate that, with 30-plus years in the world of finance, we still continue to be pioneers in our field.

 
Mechanics of watch.
Mechanics of watch.

Know the value of a dollar

Knowing firsthand that inefficiencies cost money and time, the self-made people we serve see the value of our obsession with capital preservation and risk management. By working seamlessly as one, our team makes the most of your money for you and your loved ones without ever wasting a dime or missing a beat.

 
Wall Street.
Wall Street.

Understand greater access means better resources

Those on the inner circle get exclusive access to superior resources. Thanks to our team’s unique and deep-seeded relationships throughout the organization, the families we serve get to collaborate with the topmost professionals at RBC.

“We serve the whole family, not just the individual. Our clients recognize their wealth is bigger than them, and they appreciate our group’s seamless, all-encompassing approach.”

– Alex Mainella

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