Insights into the experiences of entrepreneurs
Watch RBC Wealth Management clients Sheila Flavell, Chief Operating Officer of FDM Group, and Rod Flavell, Chief Executive Officer of FDM Group, share their experience in building a company and launching a share scheme for employees.
Managing Director, Relationship Management, London
“We often find our clients focus all of their attention on their business and lack the time to organise their personal and family wealth in the most effective ways. We aim to help by gaining the deepest understanding of their goals and aspirations, and then finding solutions which help them to preserve, grow and pass on their hard earned wealth.”
Director, Relationship Management, London
“Technology-led disruption has led to both opportunities and challenges. To operate effectively, entrepreneurs focus more than ever before on developing, diversifying and protecting their businesses, often limiting attention to personal and family wealth. We use our experience working with such families to establish and implement solutions to address key goals, helping them grow and preserve their wealth.”
Managing Director, Relationship Management, Jersey
“Business owners and entrepreneurs who achieve significant success at a very early age are often concerned about protecting their wealth, and putting in place a succession plan to protect their families in the future. A clearly articulated wealth plan can ensure that, regardless of what the future holds in terms of business success or threats to their wealth, their family will be financially secure.”