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Our services and offerings

Family Office Services Group provide Investment Advice and Portfolio Management Services to a diverse client base that includes wealthy individuals, family offices, foundations, endowments, trusts, and corporate retirement plans. Some of our services include:

  • Investment Management
  • Asset Allocation
  • Portfolio Evaluation and Analysis
  • Risk Assessment
  • Comprehensive Financial Planning
  • Retirement Planning and Implementation
  • Cash Management
  • Investment Portfolio Tax Optimization Strategies
  • Providing Guidance on Estate Planning and Philanthropic Giving
  • Investment Performance Review
  • Family Governance Advice and Multigenerational Wealth Management
  • Management of Concentrated Equity Positions
  • Corporate Retirement Plans and Executive Services
  • Investment Policy Statement Reviews for Investment Committees

Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of 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

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What happened to the “summer doldrums?”

We assess the market’s prospects in light of the recent a-typical summer rally.

Read more