Have your trust managed and administered so your wishes are fulfilled, your legacy is preserved and your beneficiaries are protected. Rely on our independent corporate trust partners to handle the complex requirements and challenges.
Trusts can help you accomplish important estate planning and wealth transfer goals, including long-term legacy planning, confirming your family is well-cared for and gifting to charitable causes. An important decision in your estate planning process is determining who will oversee the trusts you create during your lifetime and after your death.
As a client of RBC Wealth Management, you have access to professional trustees and uniquely flexible trust capabilities. By working with independent professional trustees, we can establish and manage trusts of all sizes with a broad range of assets and investments—including best-in-class asset managers, non-proprietary mutual funds and customized portfolios.
Establishing and managing a trust can be complex, requiring expertise in trust laws, administration and overseeing investment management. With more than 50 years of combined experience, our team of trust consultants can answer your questions and help you choose an appropriate trust structure. We offer attentive, personalized service—not a “trust officer of the day.”
Benefits of engaging a professional trustee:
Trusts and thoughtful planning can help you address concerns about protecting assets in the event you become incapacitated, providing for retirement or protecting your family’s inheritance.
Transfer wealth from one generation to the next with a trust. You may also use a trust to distribute your assets to intended heirs and causes you want to support. Let us help you create your desired legacy.
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.
Discuss the benefits of engaging a professional trustee with an RBC Wealth Management financial advisor.
Take control of how your assets and wealth are managed—while establishing and securing your legacy—with estate planning services.
A customized wealth protection plan is important to help manage the risks that concern investors the most.
Elevate the impact of your wealth and create positive change for future generations.
Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.