Supporting Your Complex Financial Needs

What is Private Family Wealth Management?

Conceptually, private family wealth management is an extension of the current ubiquitous wealth management model; a business model that engages fewer, deeper and more lasting relationships with affluent clients that are based on customized solutions, specialized expertise and responsive service. In reality, however, many kinds of entities identify themselves as wealth managers, creating an expansive field of disparate contenders.

Glaicar Sanford Wealth Partners of RBC Dominion Securities exists to provide the expertise that makes a positive difference to the families they serve. Under the umbrella of private family wealth management we bring together a network of resources engaged and coordinated to support the complex needs of a specific family group. The sheer scope of possibilities and combinations mean that truly unique and thorny issues can be addressed in wholly customized solutions.

How We Create Value

As concerns about wealth preservation and succession planning within family business continue to rise, the benefits of our depth of resources are becoming increasingly sought-after.

Affluent families are increasingly seeing the value in private family wealth management for the following key reasons:

  • Economies of scale for high-value professional services
  • Objective advice from experienced professionals with specialized skills

At Glaicar Sanford Wealth Partners of RBC Dominion Securities, our approach is to build a team around you while providing comprehensive tools and relevant expertise. We bring together enterprising wealth management professionals, each specializing in disciplines like investment management, wealth planning, trusts, Wills and estates, business owner planning, credit and insurance.