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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.
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.
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.
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.
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.
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.
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
