Family Wealth Planning

Whether you’re looking to build your family's wealth, plan for retirement or create a lasting legacy, we’ll develop a customized plan for you and your family and support your family every step of the way.

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.

Our Financial Planning Specialist

Advisor

Financial Planning Specialist, RBC Family Office Services

Family Wealth Resources

 

Family Wealth Management Guidebook
 

In the Family Wealth Management guidebook, we offer 10 strategies that can help your family protect your assets, reduce taxes, plan for retirement & maximize your estate.

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Keeping the Family Cottage in the Family with Insurance 
 

The Cottage is your family’s special place to relax and enjoy the outdoors. For families, it’s a place filled with happy memories that’s been in the family for generations, & will be for generations to come.

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Our Family Income Splitting Checklist
 

Income Splitting is an important wealth management strategy. This article contains a checklist of some income splitting strategies your family may want to consider to reduce your family’s tax bill. 

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