Complex Family Office

Coordinated Wealth Services For The Most Complex Financial Affairs

As you enjoy greater success in life, your financial affairs become more complex and demand more of your time – time that you might prefer to devote to your other interests and responsibilities. To help you delegate the management of your financial affairs with confidence, my team and I are pleased to offer a highly dedicated level of support for affluent individuals with a family office. Through this service, we seamlessly coordinate with your various financial professionals, such as tax and legal advisors, to ensure all aspects of your wealth are cohesively aligned to achieve your goals. This level of service is ideally suited for:

• Busy entrepreneurs, professionals and executives
• Individuals responsible for significant family investments
• Not-for-profit organizations, foundations and endowments

In creating all-encompassing solutions for your wealth needs, we leverage the strength and stability of RBC Wealth Management. Providing investment, tax and philanthropic and estate planning solutions to high-net-worth and ultra-high-net-worth clients worldwide, RBC Wealth Management administers nearly C$600 billion in assets and is recognized as the world’s fifth-largest wealth manager (Scorpio Partnership’s Global Private Banking KPI Benchmark survey, 2016). It is also backed by the financial strength of RBC, the largest financial institution in Canada.

Our wealth management services for complex needs include:

Legacy: As you look to create a meaningful legacy you can be proud of, it becomes increasingly important to shape a plan to pass your legacy for future generations. The three principal goals in the creation of an enduring legacy are: (1) the integration of planning, (2) the formulation of wealth culture as it pertains to your family and (3) the preparation of the next generation. Having helped countless affluent families manage this transition, we will be with you every step of the way through these stages.

Administration/Outsourcing: When you deal with significant wealth, it can be a challenge to get the essential service and expertise you need for a reasonable cost. This has resulted in a large trend toward strategic outsourcing. From the use of outside money managers to the reliance on outside legal professionals for advanced services, outsourcing can be especially appealing.

Philanthropy: A growing number of families are establishing foundations and other similar structures to focus and enhance their charitable investments. Creating a foundation can enable more strategic, tax-efficient investing, facilitate powerful philanthropic collaboration and ultimately help you give back to society in a more meaningful way.