We help you navigate your milestone moments

 

As your family and your business grow, you’ll encounter many milestone moments. We stand by your side and guide you through all of them. Here are just a few examples.

Transitioning from business to financial assets

Transitioning both value and values to children responsibly

Transitioning to wealth

Inheriting from a partner or parent

Transferring business to children

Changes in marital status

Children or grandchildren marrying; having children

Evolving health priorities

Business sale

 

Peace of mind

You can rely on us to advocate for your family’s best interest at all times; we take on the heavy lifting so you don’t have to.

Long-term view

Our comprehensive approach to wealth management involves an ongoing conversation centered on your family’s values, history, and intergenerational wealth strategy.

Collaborative

Coordinating multiple interests can be challenging. Our team enjoys collaborating with your other advisors, both within and outside RBC.

Expertise

With a strong background in Family Enterprise Advising™, our team is well versed in the subtleties and sophisticated needs of enterprising families like yours.

 

Strengthen your family, strengthen your business

 

When it comes to your family’s financial future, we leave no stone unturned. The first step is a conversation.

Contact us