Our services

We deliver a customized, consistent and proactive experience to affluent individuals and families by leveraging the global resources of one of the world’s leading wealth management firms. Our team is committed to fostering long-term relationships by simplifying each stage of the wealth management process:

Customized wealth planning

  • Financial legacy creation spanning several generations while employing tax-minimization strategies
  • Cash flow analysis, concentrated equity planning & liability management solutions
  • Philanthropic consultation
  • Estate planning services and document review

Investment management

  • In depth and broad ranging risk profile and objective assessment
  • Creation and implementation of investment strategies
  • Regular performance reporting and review
  • Integration of company benefits and outside portfolio holdings

Executive compensation

  • Pre IPO planning
  • Concentrated stock diversification and hedging strategies
  • Customized strategies for exercising employee stock options, restricted stock/Rule 144 transactions, and rule 10b5-1 trading plans

Insurance and liability management

  • Goal protection: life insurance and long-term care
  • Coordination of personal liability policies and portfolio lending solutions
  • Mortgages through City National Bank
  • Letter of credit

Banking services

  • Fully integrated cash management
  • Checking and debit card program
  • Business services
  • Online bill pay, wires and electronic funds transfer
  • Foreign currency transfers and conversions
  • Direct deposit
  • Online services (portfolio and account monitoring)

Client relationship

  • Highly experienced team of six with complementary skill sets
  • Personalized client service
  • Long standing relationship with professional resources (i.e. CPAs, attorneys, foundation planning)
  • Continuous client contact (monthly calls, quarterly reviews, in person meetings)
  • Weekly macroeconomic updates

Let's start the conversation

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Disclosures

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. City National Bank is an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC, and an indirect wholly-owned subsidiary of the Royal Bank of Canada. Banking products and services offered by City National Bank are not SIPC insured and are subject to City National Bank’s terms and conditions. RBC Wealth Management and/or its employees may receive compensation for referring clients to City National Bank. Loans and lines of credit are subject to credit and property review and approval. Additional terms and conditions apply. Not all applicants will qualify. RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor. No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice. City National Bank Member FDIC. NMLSR #536994/Equal Housing Lender. © 2023 RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member NYSE/FINRA/SIPC. All rights reserved.

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