Our team serves as the central hub for your family's wealth strategy - aligning financial planning, investment management, estate structure, and tax efficiency under one coordinated vision.
Our family office planning framework brings together the collective expertise of RBC's High-Net-Worth Planning, Private Banking, and Family Office Services team to provide clients with the same level of sophistication traditionally reserved for large endowments, family offices, and pensions.
Comprehensive Coordination Across All Aspects of Wealth
We help our clients simplify complexity by ensuring all of their wealth works in harmony:
- Corporate and Personal Integration: Coordinating corporate holdings, personal assets, and family trusts to ensure seamless cash flow and tax optimization.
- Intergenerational Planning: Structuring wealth for long-term preservation and efficient transition between generations.
- Estate and Tax Strategy: Aligning wills, trusts, and ownership structures with legal and tax professionals to minimize erosion and maximize control.
- Philanthropic Strategy: Designing charitable giving and foundation structures that reflect your family's values and create lasting impact.
Institutional Expertise. Personal Attention.
Every family is unique - but the need for clarity, structure, and stewardship is universal. Our process begins with understanding what wealth means to you, then designing a strategy that preserves both capital and intent.
We coordinate across disciplines to ensure:
- Integrated oversight between your legal, tax, and banking partners.
- Access to institutional-grade portfolio design.
- Ongoing review through regular family meetings and strategic updates.
The Wilke Wealth Family Office Framework
| Pillar | Focus | Outcome |
| Structure | Aligning entities, trusts, and ownership | Clarity and control |
| Strategy | Coordinated portfolio and tax planning | Efficiency and growth |
| Stewardship | Education and empowering next generations | Legacy and continuity |
| Service | Family office-level coordination | Simplified complexity |
Our High Net Worth Planning Partner
Our clients benefit from the expertise of RBC Dominion Securities High Net Worth Planning team - a group of specialized professionals dedicated to complex financial and estate strategies. Together, we ensure every element of your wealth plan is integrated, sophisticated, and designed for generations to come.
Meet Our High Net Worth Planner
