Let us help you grow more than wealth 

Our services and offerings

Family Office Services Group specializes in providing personalized advice, bespoke wealth management, and sophisticated wealth planning solutions, part of a global firm with a client-first culture and world-class resources. Helping to protect and grow wealth through insightful perspectives and personalized attention, we have an unwavering focus on the achievement of our clients’ goals. Supported by a tool set and business model that has made RBC one of the world’s strongest global financial institutions, we focus on a select client base that includes multigenerational high-net worth families, corporate executives, foundations, and closely held corporations. Guided by our mission to help clients thrive and communities prosper, we offer services including:

  • Investment management and portfolio advisory
  • Trust and estate and legacy planning strategies and services
  • A comprehensive wealth planning approach
  • Family governance and multigenerational wealth management strategies
  • Private banking, credit, and lending solutions
  • Cash management and liquidity solutions
  • Investment portfolio tax considerate strategies
  • Pre and post liquidity / IPO planning and transaction advice
  • Management of concentrated equity positions
  • Corporate retirement plans and corporate executive services
  • Portfolio evaluation, risk analysis, and asset allocation development
  • Retirement planning and implementation
  • Institutional consulting services

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Latest Insights

Chess

Monetary policy possibilities

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

Read more

The North America Family Office Report 2024

Learn about trends impacting family offices in the U.S. and Canada, including succession planning, strategy shifts, strengthening governance and new technologies.

Explore the family office landscape >

Disclosures

Chris Glassman is currently registered to conduct business with residents of the following states: AL, CA, CO, CT, DC, DE, FL, GA, HI, IL, MA, MD, ME, MI, MN, NC, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, VT, WA.

Chris Glassman, NMLS # 1666620 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.