For affluent families, financial success brings priorities - preservation, protection, and purposeful transfer to the next generation. We help simplify complexity and create clarity around wealth, legacy, and shared values.
Our approach integrates portfolio management, estate planning, tax strategy, and intergenerational education - all coordinated through RBC's Family Office team.
How We Help:
- Intergenerational Wealth Transfer: Structuring efficient estate strategies that minimize tax and maximize legacy.
- Family Governance: Helping families create frameworks for decision-making and shared stewardship.
- Private Investment Access: Leveraging institutional opportunities such as private equity, private credit, infrastructure, and hedge funds.
- Philanthropy and Impact Planning: Aligning charitable giving with your values and long-term goals.
