UHNW Investors
Proactive, comprehensive wealth management that provides simplicity and convenience including:
- Comprehensive projection analysis
- Risk budgeted, open architecture portfolio management
- Customized Investment Policy, monitoring and tactical risk management
- Tax minimization strategies
- Estate, legacy, charitable giving and succession planning
- Commercial banking and private banking
- RBC Private Insurance (high value collectables, travel, staff, lifestyle protection)
- Complete banking and custodial solutions with the assistance of specialists at RBC Royal Bank and RBC Investor & Treasury Services
- Customized reporting solutions monthly and at year-end for audit purposes
- Encrypted email communication
- NDA bound process (if requested)
