Cash Freeman
We realize every client’s situation is different but there are several core needs all wealth management relationships demand. In the cases where more specific needs are present, we will coordinate and collaborate with RBC Wealth Management internal and external partners aimed at providing extensively researched outcomes. Our Client IMPACT model applies the service, solutions and strategy matrix to assist us in servicing our clients’ needs, wants and wishes.
Service, solution, and strategy
• Wealth planning • Estate planning services • Tax considerations • Income planning • Cash management
• Asset protection • Employer sponsored plans • Asset management • Insurance solutions • Liquidity planning
• Liability planning • Lifestyle planning • Education planning • Business planning • Real property strategies
• Philanthropic planning • Executive services • Employer stock planning • Trust services • Institutional consulting
• Private aviation • Art advisory • Bill pay services • Health advisory • Family dynamics
• Education consulting • Private security • Property and casualty • Foundation support • Family wealth