Rebuild and inspire
We believe in giving back to the communities where our clients live and work. That's why we’re proud to be part of RBC Wealth Management, which supports initiatives such as Hennepin Arts in their efforts to rebuild and revitalize the historic Minneapolis Theater District. Through this collaboration, we’re excited to see the positive impact it will have on our community, and we look forward to inspiring our clients and their families through the power of live performances.
Build your legacy
We’ve seen firsthand the importance of building a legacy and transferring wealth to the next generation. It's a process that requires careful consideration and a deep understanding of one's values and goals. That's why we work closely with our clients to create a detailed, customized wealth plan that extends far into the future. Our role is to provide financial guidance and tailored solutions to help individuals and families determine what kind of legacy they want to leave and develop a strategy to achieve it. By doing so, we help our clients make informed, strategic decisions that align with their unique goals and values and that help to ensure a lasting impact for generations to come.
Maximize your impact
At RBC Wealth Management, we understand that charitable donations can take many forms beyond traditional cash, check or credit card contributions.
We can help you:
• Develop a customized solution to help maximize your charitable giving that aligns with your values and long-term financial goals
• Maximize tax benefits through strategies like donor advised funds (DAFs) or charitable trusts
• Integrate philanthropy into your overall wealth and estate plan services
• Align donations with your values, whether through traditional giving methods or alternative forms of donating
By working together, we can help you create a tailored approach to charitable giving that maximizes your generosity and supports the causes that matter most to you.
