I work with various individuals ranging from entrepreneurs to business owners to non-profit organizations. My goal - to help you achieve your financial security and peace of mind.
I work with individuals or families who own a concentrated position in a closely-held family business and require assistance with pre-sale planning, valuation and management of post-sale proceeds/income needs. I have extensive experience working with external deal consultants, corporate & estate attorneys and investment banks. I have access to smaller boutique investment banking firms, mid-sized firms and RBC Capital Markets, LLC for larger transactions.
I work with several individuals and family offices who invest in commercial real estate. At RBC Wealth Management we can help real estate investors with:
I work with a handful of family offices and boutique private equity firms who make direct investments in mature small/medium sized businesses, early stage companies, turnaround companies and real estate investments. I assist these clients with the following services offered by RBC Wealth Management:
If anything you have read here spurs an investment idea or you would like to set up a consultation, contact me today.
May 20, 2022
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Insurance Solutions for Business
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