A strong, simplified, and streamlined family office approach

Our full suite of financial services is uniquely designed with the business owner in mind – we understand the demands of achieving operational and financial success and the commitment required to maintain and enhance it. That’s why we provide a family office approach to managing your wealth, and deliver solutions that strengthen your business strategy, simplify complex wealth pictures, and streamline the path towards your goals.

Strengthen your business strategy

Tell us about your business and the dreams you have for it, then let us help you achieve them. Backed by the resources at RBC, our talented team is well equipped to help you navigate any financial intricacies you may face.

Two excavators on a construction site.

Simplify complex wealth pictures

Whether you want to incorporate a family trust, start a succession plan, or build a legacy through charitable giving, we can help to simplify any financial complexities you may have, collaborating with your lawyers and accountants to bring it all together. 

A multigenerational family around a table sharing a meal outdoors.

Streamline the path towards your goals

We learn about who you are and where you want your wealth to take you, then prioritize your needs and align your aspirations, connecting you to the right specialists at the right time to support your journey.

A vineyard on a hill with the mountains in the background.
Two excavators on a construction site. Two excavators on a construction site.

Strengthen your business strategy

Tell us about your business and the dreams you have for it, then let us help you achieve them. Backed by the resources at RBC, our talented team is well equipped to help you navigate any financial intricacies you may face.

A multigenerational family around a table sharing a meal outdoors. A multigenerational family around a table sharing a meal outdoors.

Simplify complex wealth pictures

Whether you want to incorporate a family trust, start a succession plan, or build a legacy through charitable giving, we can help to simplify any financial complexities you may have, collaborating with your lawyers and accountants to bring it all together. 

A vineyard on a hill with the mountains in the background. A vineyard on a hill with the mountains in the background.

Streamline the path towards your goals

We learn about who you are and where you want your wealth to take you, then prioritize your needs and align your aspirations, connecting you to the right specialists at the right time to support your journey.

Bringing clarity to every piece of your wealth picture

In addition to delivering investment strategies that focus on building and maintaining your wealth, our family office approach includes a catalog of financial services to cover all aspects of your wealth picture, from business planning to tax planning and beyond.

Wealth management services wheel. Wealth management services wheel. Wealth management services wheel.

The North America Family Office Report

View the latest news and evolving trends.

Read the report