A guide to family meetings: Five tips to consider

A guide to family meetings: Five tips to consider

July 31, 2024 |RBC Wealth Management

These strategies can help make family meetings an effective tool in wealth-transfer planning.

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couple walking with luggage in airport

Cross-border wealth planning: How to manage your family’s global interests

December 03, 2021 |RBC Wealth Management

People's lifestyles and perspectives are becoming more global. Here are some things to consider when your wealth heads overseas.

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senior businessman showing paperwork to a younger man

Does your family have a succession plan? Tips for maintaining family harmony

December 01, 2021 |RBC Wealth Management

Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.

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family sitting around picnic table enjoying lunch

When should I consider a family office?

September 15, 2021 |RBC Wealth Management

It has never been more important for families to find ways to effectively build and maintain their wealth—and the services of a family office can help.

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Tips for building a career path outside of the family business

June 08, 2021 |RBC Wealth Management

It’s important for the next generation be able to build their own career without impacting family relations.

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COVID Further Clouded the Outlook for Canadian Women at Risk of Disruption

March 04, 2021 |Dawn Desjardins & Carrie Freestone

Almost half a million Canadian women who lost their jobs during the pandemic hadn’t returned to work as of January.

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mom looking at child for budget

Finding success with budgeting

October 16, 2020 |RBC Wealth Management

While many people use a “cash in” versus “cash out” formula, there’s a simple change you can make to your budget to help make saving a priority.

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Does your family have a succession plan? Tips for maintaining family harmony

September 11, 2020 |RBC Wealth Management

Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.

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happy family sitting together

Podcast: Family tax planning with a prescribed rate loan strategy

June 30, 2020 |Prashant Patel & Michael Tarantino

“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”

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