UHNW and Family Offices

Who we help

Substantial wealth brings complexity as well as responsibility. We provide coordinated oversight, disciplined governance and institutional capability to help preserve, build and support long-term stewardship and continuity.

Global strength with dedicated stewardship

As part of one of the world’s leading financial institutions, RBC Wealth Management combines global scale with relationship-led service. Our financial strength, international reach and cross-platform expertise allow us to support complex wealth across jurisdictions, generations and structures.

Our experience across administrative, regulatory and cross-border frameworks enables us to guide individuals and families with confidence and discretion wherever their interests extend.

Through collaboration with RBC Capital Markets and RBC BlueBay Asset Management, we provide access to institutional investment expertise across fixed income, equities and alternatives.

How we work with you or your family office

Whether operating through a single family office or managing substantial wealth independently, we work with you to:

Design cross-asset class investment strategies, including hedging and monetisation approaches
Provide access to capital markets capabilities, including deal sourcing and private placements
Establish full treasury management and multi-currency liquidity solutions
Structure flexible credit facilities and bespoke financing arrangements
Develop estate and multi-generational planning structures
Establish donor-advised funds, foundations and trust arrangements
Integrate bespoke insurance solutions within broader wealth frameworks

Coordinated capability across the full spectrum of wealth

After gaining an in-depth understanding of your objectives and priorities, we bring together expertise across all RBC advisory services and specialised platforms, including institutional investment and capital solutions where appropriate.

At your discretion, we can include your trusted advisers and family members in the process.

Wealth planning

Bespoke financial advice, wealth preservation strategies and multi-generational planning frameworks

Investment management

Cross-asset class strategies delivered through advisory, discretionary and brokerage services, including ESG integration and custody solutions

Capital markets

Access customised institutional solutions in collaboration with RBC Capital Markets and RBC BlueBay Asset Management, spanning alternatives, structured opportunities and private markets

Banking and liquidity

Multi-currency banking, full treasury management and bespoke credit facilities aligned with family office operations

Trust and fiduciary services

Estate structures, succession frameworks and international planning considerations

Philanthropy and next-generation engagement

Structured giving vehicles, foundations and governance frameworks for long-term impact

International wealth services

When your wealth spans continents, we bring it together. Jersey-based wealth management services for internationally mobile families.

Benefit from a strong financial partner

Take an informed, personalised approach to managing your wealth with RBC Wealth Management.

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Family office mindset and trends

Learn about the trends shaping North American family offices, based on analysis of 317 survey respondents from single family offices and private multi-family offices worldwide.

Download the 2025 Family Office Report

Our insights and ideas

Advising family offices: What do they need to succeed?

Family finances 7 minute read

Considering a family office? Here’s what you need to know

Family finances 7 minute read

Transferring wealth: Customising a plan for modern families and the next generation

Wealth transfer 7 minute read

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