Professional partners

Professional partners

You know your clients best. We complement your expertise – from law to accounting and from mortgages to trusts – with our wealth management and banking services for a shared focus on client success.

Strategic wealth management

Your clients’ financial lives can change quickly – through marriage, divorce, inheritance or business exit. When advising executives, business owners, family offices, or partners in a law firm, we design and implement holistic wealth strategies that align with your advice, protect family interests and help your clients manage the long-term impact of major life events.

Support their future

Compensation management services

We understand the care and diligence required when your client receives a settlement or is acting as a deputy or guardian, particularly when facing challenging circumstances.

Our wealth advisers are experienced with Court of Protection and personal injury cases. This enables us to provide clear guidance, responsive service and prudent investment management to help you support your clients when they need it most – and over the long term.

Provide them with reassurance

Support for family law clients during divorce

We work with you to ensure clients understand their financial options during divorce negotiations, settlements and next steps. Our wealth advisers can guide you and your clients through complex assets and arrangements, helping them make well-informed decisions.

Guide them through change

International expertise for trustees and advisers

Our Jersey-based trust professionals work closely with you, your clients and their other advisers to administer wealth structures across jurisdictions.

You can rely on their continuity, discretion and understanding of family and fiduciary priorities, supporting thoughtful decision-making and long-term planning as families grow and change. Each relationship is managed with the same care, precision and consistency over time.

Access global capabilities

Holistic succession planning for families

Our advisers focus on more than just products – we take a holistic approach to your clients’ financial lives. We guide wealthy families through sophisticated succession planning, helping ensure seamless, purposeful wealth transitions across generations.

By collaborating with legal and philanthropic specialists, we align your clients’ values with strategic wealth transfer, tax-efficient structures and lasting charitable impact.

This does not constitute tax or legal advice. Tax treatment depends on the individual circumstances of each client. It may be subject to change in the future. You should always check the tax implications with an accountant or tax specialist. Information is provided only as an example and is not a recommendation to pursue a particular strategy.

Let’s work together


Speak with an RBC Wealth Management wealth adviser to discuss how we can help you support your clients.

Insights and thought leadership

At RBC, we share ideas, research and analysis to help our professional partners – and our mutual clients – make informed decisions.

Setting up a trust for a global family

Estate planning 5 minute read
– Setting up a trust for a global family

Advising family offices: What do they need to succeed?

Family finances 7 minute read
– Advising family offices: What do they need to succeed?

The power of family wealth-planning conversations: Shaping your legacy together

Legacy 7 minute read
– The power of family wealth-planning conversations: Shaping your legacy together