Possibilities. Life is full of them.

We put the financial pieces together so you can focus on things that are most important to you. Our process is holistic, comprehensive and collaborative with access to a global platform of non-proprietary products and services.

The primary services we offer are:

  • Discretionary investment management
  • Institutional investment consulting
  • Wealth planning, including:
    • Retirement planning
    • Education funding
    • Estate planning
    • Charitable gifting
    • Enhancing your lifestyle
    • Life insurance and long term care insurance planning
  • Access to private banking and credit services through City National Bank
  • Access to RBC Capital Markets services and products

Pleased to serve you in multiple locations

We are proud to serve clients in multiple locations. We invite you to contact us to set up a meeting in one of our convenient locations:

Austin, TX office

300 West 6th Street, Suite 2200
Austin, TX 78701

Minneapolis, MN office

250 Nicollet Mall, Suite 2000
Minneapolis, MN 55401

Global Insight Monthly

Global Insight Monthly cover - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the Global Insight Monthly »

Take the next step

For more information on the Lambert Dickson Group, please contact us.

Meet the team

Learn more about The Lambert Dickson Group.

Latest Insights

Group of financial advisors walking down a hallway talking.

Family offices reset following volatility in early 2025

Oct 16, 2025 | RBC Wealth Management

After starting the year with market turmoil and trade concerns, ultra-high-net-worth family offices are adjusting their strategy to protect and grow their wealth.

Read more

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