Family Wealth Management
Comprehensive wealth management for successful families goes beyond a financial plan. We work closely with you, your advisors and our specialists to create a strategy that helps protect your legacy and ensures an orderly and tax-efficient transition of your wealth for future generations.
We have a personal approach to wealth management, as each family’s situation is unique. We need to understand your financial needs, goals, aspirations and tolerance towards risk. Only then can we customize a plan and investment management strategy that is designed to achieve your family’s financial and life goals.
Wealth Management Solutions
We are able to complement the investment management process with a well-rounded wealth management plan. Backing us at Partridge Wealth Management of RBC Dominion Securities is an extended team of highly accredited specialists that work with us to provide you with advice tailored specifically to your individual needs. These value-added services include:
Financial Planning
A Financial Planning Specialist will provide a comprehensive financial plan that will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to next generation tax-efficiently and make the most of your philanthropic legacy.
Will & Estate Consultation
A professional Will and Estate Consultant will help identify and address information on various estate planning concerns in order to make your estate structuring tax effective. Following the consultation, a report outlining various estate planning opportunities will be provided to you to explore in further detail with your own lawyer and accountant.
Insurance Consultation
A highly qualified Estate Planning Specialist will assess the need and suitability of tax-exempt insurance products to help create and enhance wealth. Areas of expertise include the use of insurance for personal and corporate tax planning, wealth preservation, financial planning, estate planning (includingU.S. estate tax) and charitable giving.
Reaching your goals often requires an interaction of strategies that minimize taxation, provide sufficient retirement income, safeguard your wealth, and provide for the effective transition of assets between generations. Partridge Wealth Management of RBC Dominion Securities, along with our extended team of specialists, will work with your own tax and legal advisors to effectively execute on the strategies and solutions that will help you to reach your personal goals and bring you peace of mind. We also have an extensive network of experts in the business community that we are happy to refer to you should the need arise.
Some examples of the situations in which we can help include, but are not limited to:
- Business owners who need help managing their personal, holding company and business financial assets
- Professionals requiring assistance in structuring their affairs to both safeguard assets and minimize taxes
- Successful executives looking to grow and protect their wealth
- Individuals looking to balance their current needs with a savings strategy that will help them achieve their long-term financial goals
- Retirees requiring strategies that will maximize their income after taxes while preserving their capital for the long-term
- Families looking to efficiently transfer accumulated wealth to the next generation
- Parents and grandparents looking to fund the educational and living costs of their offspring in a tax-efficient manner
- Business owners looking to tax-effectively transition their businesses
- Charitably-inclined individuals who are looking for their donations to provide maximum long-term benefit and value
- Individuals with U.S. and international connections requiring specialized tax and estate planning assistance
