Our wealth management process begins with understanding each client’s unique needs and developing an appropriate risk profile. The profile is used to create a basic asset allocation and to select an appropriate investment strategy. Once a client has embraced a sound asset management strategy, the focus moves to creating a comprehensive wealth management plan including retirement planning, tax analysis, insurance needs and estate planning.
While prudent asset management is vital and planning plays an important role in wealth management, these activities have to be integrated to align financial resources with life’s goals. The Peninsula Group has relationships with leading estate planning attorneys, insurance brokers and accountants for coordination and seamless delivery of world-class expertise as part of its wealth management process.
Receiving an inheritance can be a difficult process at an emotionally challenging time—and our 2017 Wealth Transfer Report: Lasting Legacy found that most inheritors were generally unsupported and unprepared to receive an inheritance. That’s why it’s critical to have a comprehensive plan in place to provide guidance at a difficult time and help ensure that your heirs carry on your legacy for generations. Learn more about wealth transfer planning and contact us to discuss how we can help you preserve your wealth for generations.
Did you know that despite women playing a critical role in managing and transferring family wealth only 22% of women have a full wealth-transfer plan in place? At RBC Wealth Management, we recently took an in-depth look at 1,752 high net worth women to examine how they build their financial knowledge, manage their inheritance, prepare their financial affairs, and transfer their wealth to the next generation. Download our Women and Wealth Transfer Report to learn more.
High-net-worth Millennials are engaged with their wealth and actively preparing themselves to manage it wisely. In the third of four reports in our in-depth wealth transfer series, we look at how Millennials acquire financial knowledge, manage the inheritance process, and prepare to pass on their wealth to the next generation. Download our Millennials and Wealth Transfer report to learn more.
Is the European economic cycle fizzling out, or will it reassert itself? We look at what has caused Europe to veer off track and make the case that the economy will regain its long-term growth trajectory. Read the full economic outlook in the latest edition of Global Insight.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
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