Bespoke wealth management for cross-border requirements

There is no “out of the box” solution for the complex wealth requirements and opportunities of Price Private Wealth’s multinational clientele. Be it an individual, institution, or corporation, each client’s wealth landscape, with its all-important cross-border factors, differs. That’s why our wealth management approach is custom tailored.

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Financial planning

By understanding your circumstances, your values, and every factor impacting you and your wealth, we can build a bespoke plan to guide your financial affairs.

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Will and estate consultation

Drawing on a sophisticated understanding of all factors impacting your multinational estate – paired with support from the world-class RBC Family Office Services team – we ensure your Will and estate plans reflect your values and preferences.

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Tax-efficient strategies

With the support of external tax and legal professionals, we endeavour to keep abreast of important tax concepts in various jurisdictions, so we can help you preserve and protect your wealth.

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Wealth transfer

We are dedicated to enhancing and protecting your wealth, now and into the future, setting you up to efficiently and effectively transfer your capital to your loved ones when the time is right.

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If philanthropy is a priority for you, we help you leave a lasting legacy, in whatever geography or geographies you wish to make your mark, through a strategic and tax-smart charitable giving plan.

Made for globally diverse clientele

We understand implications of multi-citizenship and -residency

We are familiar with localized policies and regulations

We are aware of potential regional tax liabilities

We are attuned to cultural nuances

We offer service in English, Spanish, German, Serbian, Portuguese, and Bengali

Let our beyond-borders thinking enhance your multinational finances

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