Distinctive solutions for family offices

We serve as the quarterback to some of the highest net-worth families and business leaders in the U.S. and can offer that same personalized service for you, for your family, and for your business. Our service is designed to help you take your wealth to the highest level throughout your lifetime and beyond.

Additionally, we can provide our clients with access to select world-renowned leaders in business, government, media, academia, and the military through our intimate client conferences and briefings.

It’s where your wealth takes you that matters.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives, and prepare to accomplish them. My guidance can help you with:

  • The sale of your company, including IPO's
  • Impact investing and ESG strategies
  • Multi-generational wealth transfer strategies
  • Family meetings and education
  • Luxury lifestyle services

Please contact me today to discuss how I can help you reach your goals.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standards and Poor AA- and A/stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Global Insight Monthly

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in 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.

Proud to be an official partner of Major League Soccer in the United States

Feel the excitement in the air as we celebrate the kick-off of another Major League Soccer season! Are you ready to raise your scarves up?

Latest Insights

Currency exchange tickers

The U.S. dollar in transition: Cyclical volatility meets structural shifts

The greenback’s volatile year underscores the interplay between cyclical drivers and longer-term valuation challenges—factors that could have implications for global equity leadership.

Read more

Let's start the conversation

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