Empowering high net-worth women

Wealth management for women business owners and executives involves addressing the unique financial needs and challenges they face, which may differ from their male counterparts due to factors such as gender pay gaps, career interruptions, and longer life expectancy.

  • Wealth planning for career transitions: I help women navigate career transitions, such as starting a business, changing industries, or taking time off for caregiving responsibilities. I will develop customized wealth plans that accounts for potential income fluctuations, retirement savings implications, and long-term financial goals.
  • Entrepreneurial guidance and support: For women business owners, I offer guidance on business financial management, cash flow optimization, and growth strategies. They assist in structuring business finances, accessing capital, and navigating the challenges of entrepreneurship to maximize business success and personal wealth accumulation.
  • Retirement planning and savings strategies: I help women business owners and executives develop robust retirement savings strategies tailored to their individual goals and timelines. The plan includes guidance on retirement account contributions, investment allocations, and retirement income planning to achieve financial security in retirement
  • Risk management and insurance solutions: By building a customized risk profile I design insurance solutions to protect against unforeseen events. This includes life insurance, disability insurance, long-term care insurance, and liability coverage tailored to their specific needs and circumstances.
  • Estate planning and legacy preservation: Wealth managers assist women in creating estate plans that reflect their wishes for asset distribution, wealth transfer, and legacy preservation. They help navigate complex estate planning considerations, including trusts, wills, charitable giving strategies, and beneficiary designations, to ensure their wealth is transferred efficiently and according to their wishes.
  • Financial education and empowerment: Wealth managers prioritize financial education and empowerment for women clients, providing resources, workshops, and guidance to enhance financial literacy, confidence, and decision-making skills. They empower women to take control of their financial futures, make informed financial decisions, and achieve greater financial independence.

Explore our Women's Workbook

Women and wealth workbook coverWe’ve created a practical guide designed to comprehensively assess your financial health and identify actionable steps you can take to build more confidence in your plans for tomorrow. The workbook also contains several hands-on worksheets you can use to write your own financial story.

Download the women and wealth wealth insights guide

 

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Disclosures

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.

Trust services are provided by third parties. Neither RBC Wealth Management nor its financial advisors are able to serve as trustee. 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.

Olga Kapitskaya, NMLS # 862531 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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