RBC Family Office Services

Join the Family Office Services team

The RBC Family Office Services team – comprising financial, legal, estate, taxation, business owner, and business succession planning specialists – supports advisors across RBC Wealth Management Canada and is passionate about delivering integrated wealth management and planning that exceeds client expectations.

Business Owner Specialists

Develop a comprehensive and holistic plan focused on a business owner’s personal and corporate planning objectives. Strategies related to business risk, transition, succession, retirement and tax are identified and evaluated to address planning needs.

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High Net Worth Planning Services

Provide customized tax and estate planning guidance, overall wealth planning and business succession planning for higher-net-worth families.

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Financial Planning Specialists and Consultants

Prepare customized and comprehensive personal financial plans incorporating tax, financial, retirement, risk management and estate planning strategies.

Will & Estate Consultants

Offer specialized Will, estate and succession planning strategies from a legal and tax perspective, tailored to meet the client’s personal planning objectives, which the client can discuss with their own independent legal and tax specialists to implement.

Philanthropic Advisory Services

Supports wealth advisors in the sales forces of Wealth Management Canada and RBC Private Banking. Similar to the WEC, FPS and HNW roles, the Philanthropic Advisory Services team (PAS) supports advisors in helping clients include charitable giving as part of their overall wealth plan.

Careers