Family Office Services Group

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

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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.