{"id":5851,"date":"2023-06-28T08:22:23","date_gmt":"2022-11-14T14:41:28","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-us\/?page_id=5851"},"modified":"2025-10-15T17:02:31","modified_gmt":"2025-10-15T21:02:31","slug":"the-north-america-family-office-report","status":"publish","type":"page","link":"https:\/\/www.rbcwealthmanagement.com\/en-us\/campaign\/the-north-america-family-office-report","title":{"rendered":"The North America Family Office Report 2026"},"content":{"rendered":"\n<div class=\"wp-block-rbcwm-hero-block rbc-hero-wm rbc-hero-has-image-bleed rbc-hero-overlap rbc-hero-overlap-mobile rbc-hero-226k6vl9l hide-mobile-energy-lines is-style-cta-text\"><style>\n\t\t.rbc-hero-226k6vl9l.is-style-rbc-hero-gradient::before {\n\t\t\tbackground: linear-gradient(90deg, #023169 20%, rgba(94, 120, 131, 0) 60%);\n\t\t}\n\n\t\t.rbc-hero-226k6vl9l.is-style-rbc-hero-gradient.rbc-hero-has-image-bleed::before {\n\t\t\tbackground: linear-gradient(90deg, #023169 20%, rgba(94, 120, 131, 0) 60%);\n\t\t}\n\n\t\t.rbc-hero-226k6vl9l.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom::before {\n\t\t\tbackground: linear-gradient(180deg, #023169 20%, rgba(94, 120, 131, 0) 60%);\n\t\t}\n\n\t\t.rbc-hero-226k6vl9l .rbc-hero-energy-lines.rbc-hero-energy-lines-left {\n\t\t\ttransform: scaleX(-1);\n\t\t}\n\n\t\t@media (max-width: 991px) {\n\t\t\t.rbc-hero-226k6vl9l.is-style-rbc-hero-gradient::before,\n\t\t\t.rbc-hero-226k6vl9l.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom::before,\n\t\t\t.rbc-hero-226k6vl9l.is-style-rbc-hero-gradient.rbc-hero-has-image-bleed::before {\n\t\t\t\tbackground: none;\n\t\t\t}\n\n\t\t\t.rbc-hero-226k6vl9l.rbc-hero-has-image-full.hide-mobile-energy-lines .rbc-hero-energy-lines {\n\t\t\t\tdisplay: none;\n\t\t\t}\n\n\t\t\t.wp-block-rbcwm-hero-block.rbc-hero-226k6vl9l.is-style-rbc-hero-gradient .rbc-hero-img-wrap::after {\n\t\t\t\tbackground: linear-gradient( 0deg, #023169 0%, rgba(94, 120, 131, 0) 25% );\n\t\t\t}\n\t\t\t\n\t\t\t.wp-block-rbcwm-hero-block.rbc-hero-226k6vl9l.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom .rbc-hero-img-wrap::before,\n            .wp-block-rbcwm-hero-block.rbc-hero-226k6vl9l.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom .container .rbc-hero-img-wrap::before {\n\t\t\t\tbackground: linear-gradient( 180deg, #023169 0%, rgba( 94, 120, 131, 0 ) 25% );\n\t\t\t}\n\t\t\t\n\t\t\t.wp-block-rbcwm-hero-block.rbc-hero-226k6vl9l.is-style-rbc-hero-gradient .rbc-hero-card {\n\t\t\t\tbackground: #023169;\n\t\t\t}\n\t\t}\n\t<\/style><div class=\"container\"><div class=\"row no-gutters\"><div class=\"col-lg-7 rbc-hero-card-content\"><div class=\"rbc-card rbc-hero-card rbc-hero has-content \"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"rbc-hero-body-content\"><h1 class=\"rbc-hero-title\"><span>The North America Family Office Report 2026<\/span><\/h1><\/div><\/div><\/div><\/div><\/div><div class=\"rbc-hero-img-wrap col-lg-5 order-2 order-lg-1\"><div class=\"rbc-hero-img bleed-img-right  \" style=\"background-image:url(https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2026\/09\/northern-lights-Jasper-Alberta-3210x2140-1.jpg?w=1600)\"><\/div><\/div><div class=\"align-self-end order-lg-3 col-lg-7 cta-text\"><div class=\"rbc-button-block row no-gutters align-items-end rbc-hero-button-overlap overlap-top\"><div class=\"col-lg\"><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/campaign\/the-north-america-family-office-report-2026.pdf\" class=\"rbc-button  rbc-button-large rbc-button-primary rbc-button-block rbc-button-block-cta\" target=\"_blank\" rel=\"noopener\"><div class=\"rbc-icon rbc-button-icon-right\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fa-angle-right fal\"><\/i><\/div>Read the 2026 report<\/a><\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-grey has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<div class=\"row wrap blockId-3eb76c40-6017-4c86-8a89-68ef662960d9\">\n<div class=\"wp-block-rbcwm-column col-lg-6\">\n<h2 id=\"h-family-offices-are-balancing-priorities-in-an-evolving-landscape\" class=\"wp-block-heading\">Family offices are balancing priorities in an evolving landscape<\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-6 mt-3 my-lg-auto\">\n<p class=\"wp-block-paragraph\">Strong investment performance is contributing to renewed optimism, while changing family wealth dynamics are bringing longer-term questions about liquidity, values and succession into focus. The 2026 North America Family Office Report draws on insights from 155 family offices located primarily across Canada and the United States, with comparisons to global peers.<\/p>\n<\/div>\n<\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-image-block rbc-block rbc-block-image rbc-block-image-bleed rbc-block-image-mobile-top\"><div class=\"container rbc-block-image-container\"><div class=\"row justify-content-between h-100 no-gutters\">\n<div class=\"wp-block-rbcwm-block-image-content rbc-block-image-content rbc-block-image-content-center col-lg-6 order-2 order-lg-1\"><div class=\"rbc-block-image-bleed-body wrap\">\n<h2 id=\"h-the-north-america-family-office-report-202-6\" class=\"wp-block-heading\"><strong>The North America Family Office Report 202<\/strong>6<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Learn more about trends affecting the 155 family offices surveyed, representing families worth US$100 million to more than US$10 billion, including the forces reshaping family wealth, changing expectations for investment performance, the role of access to capital and how families are preparing for the future.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/campaign\/the-north-america-family-office-report-2026.pdf\" data-type=\"link\" data-id=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/campaign\/the-north-america-family-office-report-2025.pdf\" class=\"link-cta\" target=\"_blank\" rel=\"noreferrer noopener\">Download the full report<\/a><\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-blockimage-image col-lg-5 order-0 rbc-block-image-bleed-col order-lg-0 flex-lg-row-reverse\"><div class=\"rbc-block-image-bleed-img-wrap  d-flex flex-lg-row-reverse\"><div class=\"rbc-block-image-img rbc-block-image-bleed-img bleed-img-left\" data-src=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2026\/09\/sea-to-sky-highway.jpg\" data-lazy=\"true\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity&quot;,&quot;remove&quot;:&quot;ani-opacity-from&quot;}\"><\/div><\/div><\/div>\n<\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block b-primary rbc-block-circles has-white-color has-primary-background-color has-text-color has-background b-primary\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<style> .blockId-74c4085b-fe40-42a2-ac7e-2267daf29083 { align-items: center } <\/style><div class=\"row justify-content-center blockId-74c4085b-fe40-42a2-ac7e-2267daf29083\">\n<div class=\"wp-block-rbcwm-column col-lg-6\"><div class=\"wrap\">\n<h2 id=\"h-the-family-office-mindsets-and-trends\" class=\"wp-block-heading h1 c-white\">The family office mindsets and trends<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">North American family offices are reassessing how they invest, plan and prepare as market conditions and family circumstances shift. The 2026 report highlights changing sentiment and priorities shaping decisions across family wealth.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-6 rbc-block-spacer-t-sm mb-lg-0 text-center\">\n\t\t<div class=\"wp-block-rbcwm-wheel-slider wheel-slider-tabbed_large \"\n\t\t\t data-slider-type=\"tabbed_large\"\n\t\t\t data-rotation_degree=\"72\"\n\t\t\t \t\t\t id=\"b1a91394-22aa-4f89-9bbb-f445f7c676e7\"\n\t\t>\n\t\t\t\t\t\t\t\t\t\t<div class=\"position-relative d-inline-block\">\n\t\t\t\t\t<svg style=\"opacity: 0; transition: opacity 1s ease-in-out;\" aria-hidden=\"true\" class=\"rbc-circle-dash\"><circle cx=\"200\" cy=\"200\" r=\"200\" class=\"rbc-circle-dash-stroke rbc-circle-dash-stroke-1\" style=\"transform: scale(1.046);\"><\/circle><circle cx=\"200\" cy=\"200\" r=\"400\" class=\"rbc-circle-dash-stroke rbc-circle-dash-stroke-2\" style=\"transform: scale(1.092);\"><\/circle><circle cx=\"200\" cy=\"200\" r=\"770\" class=\"rbc-circle-dash-stroke rbc-circle-dash-stroke-3\" style=\"transform: scale(1.138);\"><\/circle><\/svg>\n\t\t\t\t\t<span class=\"wheel-content position-absolute h-100 w-100 d-flex align-items-center justify-content-center text-center h3 c-white mb-0\" style=\"pointer-events: none;\">\n\t\t\t\t\t\tKey\t\t\t\t\t\t<br \/>\n\t\t\t\t\t\tthemes\t\t\t\t\t<\/span>\n\t\t\t\t\t<svg id=\"approachWheel\" data-tab_ids=\"[&quot;newandlegacywealth&quot;,&quot;renewedoptimism&quot;,&quot;liquiditypriority&quot;,&quot;incorporatingvalues&quot;,&quot;successionreadiness&quot;]\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 268 268\" aria-labelledby=\"wheelTitle\" role=\"img\" class=\"wheel-svg rbc-display rbcwm-tabbed-wheel position-relative zi-5 overflow-visible\">\n\t\t\t\t\t\t<title id=\"wheelTitle\">\n\t\t\t\t\t\t\tKey themes\t\t\t\t\t\t<\/title>\n\t\t\t\t\t\t<defs><path id=\"wheelTextPath-tabbed-large\" d=\"M22.8,135A112.2,112.2,0,1,1,135,247.2,112.2,112.2,0,0,1,22.8,135\"><\/path><\/defs>\n\t\t\t\t\t\t<g role=\"tablist\" class=\"wheel-wrap\" style=\"transform: rotate(0deg);\">\n\t\t\t\t\t\t\t<g transform=\"rotate(0, 134, 134)\" class=\"wheel-group active\">\n\t\t\t\t\t\t\t\t<path d=\"M134.81,35.5a98.46,98.46,0,0,1,57.83,19.38l20.85-28.16C166-8.41,104.4-8.94,56.31,25.38L76.68,53.89A98.35,98.35,0,0,1,134.81,35.5Z\" class=\"wheel-slice\"><\/path>\n\t\t\t\t\t\t\t\t<text class=\"wheel-slice-text wheel-text\"><textPath xlink:href=\"#wheelTextPath-tabbed-large\" startOffset=\"175\">New and legacy wealth<\/textPath><\/text>\n\t\t\t\t\t\t\t<\/g>\n\t\t\t\t\t\t\t<g transform=\"rotate(72, 134, 134)\" class=\"wheel-group\">\n\t\t\t\t\t\t\t\t<path d=\"M134.81,35.5a98.46,98.46,0,0,1,57.83,19.38l20.85-28.16C166-8.41,104.4-8.94,56.31,25.38L76.68,53.89A98.35,98.35,0,0,1,134.81,35.5Z\" class=\"wheel-slice\"><\/path>\n\t\t\t\t\t\t\t\t<text class=\"wheel-slice-text wheel-text\"><textPath xlink:href=\"#wheelTextPath-tabbed-large\" startOffset=\"175\">Renewed optimism<\/textPath><\/text>\n\t\t\t\t\t\t\t<\/g>\n\t\t\t\t\t\t\t<g transform=\"rotate(144, 134, 134)\" class=\"wheel-group\">\n\t\t\t\t\t\t\t\t<path d=\"M134.81,35.5a98.46,98.46,0,0,1,57.83,19.38l20.85-28.16C166-8.41,104.4-8.94,56.31,25.38L76.68,53.89A98.35,98.35,0,0,1,134.81,35.5Z\" class=\"wheel-slice\"><\/path>\n\t\t\t\t\t\t\t\t<text class=\"wheel-slice-text wheel-text\"><textPath xlink:href=\"#wheelTextPath-tabbed-large\" startOffset=\"175\">Liquidity priority<\/textPath><\/text>\n\t\t\t\t\t\t\t<\/g>\n\t\t\t\t\t\t\t<g transform=\"rotate(216, 134, 134)\" class=\"wheel-group\">\n\t\t\t\t\t\t\t\t<path d=\"M134.81,35.5a98.46,98.46,0,0,1,57.83,19.38l20.85-28.16C166-8.41,104.4-8.94,56.31,25.38L76.68,53.89A98.35,98.35,0,0,1,134.81,35.5Z\" class=\"wheel-slice\"><\/path>\n\t\t\t\t\t\t\t\t<text class=\"wheel-slice-text wheel-text\"><textPath xlink:href=\"#wheelTextPath-tabbed-large\" startOffset=\"175\">Incorporating values<\/textPath><\/text>\n\t\t\t\t\t\t\t<\/g>\n\t\t\t\t\t\t\t<g transform=\"rotate(288, 134, 134)\" class=\"wheel-group\">\n\t\t\t\t\t\t\t\t<path d=\"M134.81,35.5a98.46,98.46,0,0,1,57.83,19.38l20.85-28.16C166-8.41,104.4-8.94,56.31,25.38L76.68,53.89A98.35,98.35,0,0,1,134.81,35.5Z\" class=\"wheel-slice\"><\/path>\n\t\t\t\t\t\t\t\t<text class=\"wheel-slice-text wheel-text\"><textPath xlink:href=\"#wheelTextPath-tabbed-large\" startOffset=\"175\">Succession readiness<\/textPath><\/text>\n\t\t\t\t\t\t\t<\/g>\n\t\t\t\t\t\t<\/g>\n\t\t\t\t\t<\/svg>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<\/div>\n<\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<div class=\"wp-block-tk-tabs rbc-tab-expandable rbc-tab-medium rbc-tab-nav-between overlap-top overlap-bottom rbc-tab-flush rbc-block-grey\"><nav class=\"rbc-tab-nav\"><button class=\"rbc-tab-scroll-button rbc-tab-scroll-button-left rbc-d-none\"><div class=\"rbc-icon rbc-tab-scroll-button-icon\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fas fa-angle-left\"><\/i><\/div><span class=\"sr-only\">Move left<\/span><\/button><div class=\"rbc-tab-scroll-wrap\"><ul role=\"tablist\" class=\"rbc-tab-items\"><li role=\"none\" class=\"rbc-tab-item\"><button aria-controls=\"newandlegacywealth\" aria-selected=\"false\" role=\"tab\" class=\"single-item rbc-tab-link\"><span class=\"rbc-tab-link-text\"><span data-id=\"0\">New and legacy wealth<\/span><\/span><\/button><\/li><li role=\"none\" class=\"rbc-tab-item\"><button aria-controls=\"renewedoptimism\" aria-selected=\"false\" role=\"tab\" class=\"single-item rbc-tab-link\"><span class=\"rbc-tab-link-text\"><span data-id=\"1\">Renewed optimism<\/span><\/span><\/button><\/li><li role=\"none\" class=\"rbc-tab-item\"><button aria-controls=\"liquiditypriority\" aria-selected=\"false\" role=\"tab\" class=\"single-item rbc-tab-link\"><span class=\"rbc-tab-link-text\"><span data-id=\"2\">Liquidity priority<\/span><\/span><\/button><\/li><li role=\"none\" class=\"rbc-tab-item\"><button aria-controls=\"incorporatingvalues\" aria-selected=\"false\" role=\"tab\" class=\"single-item rbc-tab-link\"><span class=\"rbc-tab-link-text\"><span data-id=\"3\">Incorporating values<\/span><\/span><\/button><\/li><li role=\"none\" class=\"rbc-tab-item\"><button aria-controls=\"successionreadiness\" aria-selected=\"false\" role=\"tab\" class=\"single-item rbc-tab-link\"><span class=\"rbc-tab-link-text\"><span data-id=\"4\">Succession readiness<\/span><\/span><\/button><\/li><\/ul><\/div><button class=\"rbc-tab-scroll-button rbc-tab-scroll-button-right rbc-d-none\"><div class=\"rbc-icon rbc-tab-scroll-button-icon\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fas fa-angle-right\"><\/i><\/div><span class=\"sr-only\">Move right<\/span><\/button><\/nav><section class=\"wp-block-tk-blocks-tabs\">\n<div data-tab-id=\"0\" class=\"wp-block-tk-tab-content active\"><section class=\"rbc-tab-content-wrap\"><div id=\"newandlegacywealth\" role=\"tabpanel\" class=\"rbc-tab-expandable-content rbc-tab-content\"><div class=\"rbc-tab-content-body\">\n<section class=\"wp-block-rbcwm-image-block rbc-block rbc-block-image rbc-block-flush rbc-block-image-bleed rbc-block-image-mobile-top\"><div class=\"container rbc-block-image-container\"><div class=\"row justify-content-between h-100 no-gutters\">\n<div class=\"wp-block-rbcwm-block-image-content rbc-block-image-content rbc-block-image-content-center col-lg-6 order-2 order-lg-1\"><div class=\"rbc-block-image-bleed-body wrap\">\n<h2 id=\"h-family-wealth-is-moving-on-different-timelines\" class=\"wp-block-heading\"><strong>Family wealth is moving on different timelines<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The family office landscape isn\u2019t being driven by generational wealth transfer alone. New wealth is contributing to the formation of family offices as established families move through successive generations. One in five offices surveyed was formed within the past six years, while the share controlled by third-generation-or-later families has risen from 22 percent in 2025 to more than 26 percent this year.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The timing of succession varies just as widely. Twenty-three percent of offices have experienced a generational transition within the past five years, yet 52 percent of those still awaiting one don\u2019t expect it for at least another decade. The findings reflect how differently family offices are preparing for and managing generational change.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Meanwhile, families themselves are growing. Over the next five years, respondents expect the median number of family members to increase by 25 percent, from eight to 10. More family members can mean greater demands on investment performance and the operational capabilities of the office\u2014regardless of when the next transfer of control takes place.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-blockimage-image col-lg-5 order-0 rbc-block-image-bleed-col order-lg-2\"><div class=\"rbc-block-image-bleed-img-wrap \"><div class=\"rbc-block-image-img rbc-block-image-bleed-img bleed-img-right rbc-image-with-focalpoint-desktop rbc-image-with-focalpoint-mobile\" style=\"--bg-position-x-desktop:73%;--bg-position-y-desktop:82%;--bg-position-x-mobile:68%;--bg-position-y-mobile:63%\" data-src=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/couple-sitting-on-couch-while-playing-with-toddler-01.png\" data-lazy=\"true\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity&quot;,&quot;remove&quot;:&quot;ani-opacity-from&quot;}\"><\/div><\/div><\/div>\n<\/div><\/div><\/section>\n<\/div><\/div><\/section><\/div>\n\n\n\n<div data-tab-id=\"1\" class=\"wp-block-tk-tab-content\"><section class=\"rbc-tab-content-wrap\"><div id=\"renewedoptimism\" role=\"tabpanel\" class=\"rbc-tab-expandable-content rbc-tab-content\"><div class=\"rbc-tab-content-body\">\n<section class=\"wp-block-rbcwm-image-block rbc-block rbc-block-image rbc-block-grey rbc-block-flush rbc-block-image-bleed rbc-block-image-mobile-top has-block-grey-background-color has-background\"><div class=\"container rbc-block-image-container\"><div class=\"row justify-content-between h-100 no-gutters\">\n<div class=\"wp-block-rbcwm-block-image-content rbc-block-image-content rbc-block-image-content-center col-lg-6 order-2 order-lg-1\"><div class=\"rbc-block-image-bleed-body wrap\">\n<h2 id=\"h-stronger-results-reset-expectations\" class=\"wp-block-heading\"><strong>Stronger results reset expectations<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Family offices considerably underestimated investment performance in 2025. They entered the year expecting an average return of five percent, but applying reported median returns to the average portfolio suggests a return closer to 13 percent. Every asset class measured delivered a positive median return.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Expectations have moved higher in response. Roughly half of respondents expect developed-market equities to match or exceed their 2025 performance over the next two to five years. The outlook is even more optimistic for developing-market equities and private markets.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-blockimage-image col-lg-5 order-0 rbc-block-image-bleed-col order-lg-2\"><div class=\"rbc-block-image-bleed-img-wrap \"><div class=\"rbc-block-image-img rbc-block-image-bleed-img bleed-img-right rbc-image-with-focalpoint-desktop rbc-image-with-focalpoint-mobile\" style=\"--bg-position-x-desktop:48%;--bg-position-y-desktop:61%;--bg-position-x-mobile:45%;--bg-position-y-mobile:69%\" data-src=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/a-redheaded-client-smiling-on-a-couch-04.png\" data-lazy=\"true\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity&quot;,&quot;remove&quot;:&quot;ani-opacity-from&quot;}\"><\/div><\/div><\/div>\n<\/div><\/div><\/section>\n<\/div><\/div><\/section><\/div>\n\n\n\n<div data-tab-id=\"2\" class=\"wp-block-tk-tab-content\"><section class=\"rbc-tab-content-wrap\"><div id=\"liquiditypriority\" role=\"tabpanel\" class=\"rbc-tab-expandable-content rbc-tab-content\"><div class=\"rbc-tab-content-body\">\n<section class=\"wp-block-rbcwm-image-block rbc-block rbc-block-image rbc-block-flush rbc-block-image-bleed rbc-block-image-mobile-top\"><div class=\"container rbc-block-image-container\"><div class=\"row justify-content-between h-100 no-gutters\">\n<div class=\"wp-block-rbcwm-block-image-content rbc-block-image-content rbc-block-image-content-center col-lg-6 order-2 order-lg-1\"><div class=\"rbc-block-image-bleed-body wrap\">\n<h2 id=\"h-liquidity-moves-beyond-the-balance-sheet\" class=\"wp-block-heading\"><strong>Liquidity moves beyond the balance sheet<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Liquidity is influencing how family offices think about their investments and their broader financial position. In private markets, nearly one in five investors surveyed attempted to exit a fund position this year. Among the 15 offices that did, 47 percent were unable to complete the exit as expected, putting the liquidity constraints of private-market holdings into sharper focus.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At the same time, offices are considering how much liquidity they need to support family cash flow and pursue investment opportunities without raising funds. Borrowing provides another source of flexibility: 28 percent borrow against securities and 21 percent against real estate to fund new investments.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-blockimage-image col-lg-5 order-0 rbc-block-image-bleed-col order-lg-2\"><div class=\"rbc-block-image-bleed-img-wrap \"><div class=\"rbc-block-image-img rbc-block-image-bleed-img bleed-img-right rbc-image-with-focalpoint-desktop rbc-image-with-focalpoint-mobile\" style=\"--bg-position-x-desktop:51%;--bg-position-y-desktop:72%;--bg-position-x-mobile:48%;--bg-position-y-mobile:50%\" data-src=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/a-team-of-advisors-in-a-boardroom-meeting-05.png\" data-lazy=\"true\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity&quot;,&quot;remove&quot;:&quot;ani-opacity-from&quot;}\"><\/div><\/div><\/div>\n<\/div><\/div><\/section>\n<\/div><\/div><\/section><\/div>\n\n\n\n<div data-tab-id=\"3\" class=\"wp-block-tk-tab-content\"><section class=\"rbc-tab-content-wrap\"><div id=\"incorporatingvalues\" role=\"tabpanel\" class=\"rbc-tab-expandable-content rbc-tab-content\"><div class=\"rbc-tab-content-body\">\n<section class=\"wp-block-rbcwm-image-block rbc-block rbc-block-image rbc-block-flush rbc-block-image-bleed rbc-block-image-mobile-top\"><div class=\"container rbc-block-image-container\"><div class=\"row justify-content-between h-100 no-gutters\">\n<div class=\"wp-block-rbcwm-block-image-content rbc-block-image-content rbc-block-image-content-center col-lg-6 order-2 order-lg-1\"><div class=\"rbc-block-image-bleed-body wrap\">\n<h2 id=\"h-values-remain-influential-even-as-approaches-change\" class=\"wp-block-heading\"><strong>Values remain influential, even as approaches change<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">For many families, values continue to influence decisions about both giving and investing. Philanthropy remains widespread, with 65 percent of family offices participating, while continuing the family mission, legacy and values now ranks as the leading motivation, replacing giving back to society, which held the top spot in 2025.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The investment picture is less straightforward. Formal participation in responsible investing has fallen from 25 percent to 19 percent, but interviews reveal a more nuanced shift. Some families continue to consider their values when making investment decisions without identifying those investments\u2014or themselves\u2014under the responsible investing label.<br><br>Those formally pursuing responsible investing remain committed to it. On average, they allocate 28 percent of their portfolios to responsible investments and expect that share to reach 36 percent by 2030. Philanthropy also remains substantial among some families: of those reporting the value of their gifts, 38 percent gave more than US$5 million in 2025.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-blockimage-image col-lg-5 order-0 rbc-block-image-bleed-col order-lg-2\"><div class=\"rbc-block-image-bleed-img-wrap \"><div class=\"rbc-block-image-img rbc-block-image-bleed-img bleed-img-right rbc-image-with-focalpoint-desktop rbc-image-with-focalpoint-mobile\" style=\"--bg-position-x-desktop:46%;--bg-position-y-desktop:67%;--bg-position-x-mobile:46%;--bg-position-y-mobile:60%\" data-src=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/a-female-advisor-and-client-reviewing-documents-on-a-laptop-02.png\" data-lazy=\"true\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity&quot;,&quot;remove&quot;:&quot;ani-opacity-from&quot;}\"><\/div><\/div><\/div>\n<\/div><\/div><\/section>\n<\/div><\/div><\/section><\/div>\n\n\n\n<div data-tab-id=\"4\" class=\"wp-block-tk-tab-content\"><section class=\"rbc-tab-content-wrap\"><div id=\"successionreadiness\" role=\"tabpanel\" class=\"rbc-tab-expandable-content rbc-tab-content\"><div class=\"rbc-tab-content-body\">\n<section class=\"wp-block-rbcwm-image-block rbc-block rbc-block-image rbc-block-flush rbc-block-image-bleed rbc-block-image-mobile-top\"><div class=\"container rbc-block-image-container\"><div class=\"row justify-content-between h-100 no-gutters\">\n<div class=\"wp-block-rbcwm-block-image-content rbc-block-image-content rbc-block-image-content-center col-lg-6 order-2 order-lg-1\"><div class=\"rbc-block-image-bleed-body wrap\">\n<h2 id=\"h-preparing-people-as-well-as-plans\" class=\"wp-block-heading\"><strong>Preparing people as well as plans<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Succession readiness involves more than deciding how wealth will transfer between generations. Twenty-three percent of family offices have no succession plan, while 52 percent have an informal plan that hasn\u2019t been documented. The findings also reveal gaps in preparing the people involved in future transitions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Nearly a third of respondents are concerned about the retirement of key family leaders and staff, making leadership continuity and knowledge transfer important considerations. Preparation among younger family members is another consideration: only 26 percent of offices help them understand their role after succession. Looking further ahead, just seven surveyed offices provide structured financial or investment management education.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-blockimage-image col-lg-5 order-0 rbc-block-image-bleed-col order-lg-2\"><div class=\"rbc-block-image-bleed-img-wrap \"><div class=\"rbc-block-image-img rbc-block-image-bleed-img bleed-img-right rbc-image-with-focalpoint-desktop rbc-image-with-focalpoint-mobile\" style=\"--bg-position-x-desktop:42%;--bg-position-y-desktop:52%;--bg-position-x-mobile:45%;--bg-position-y-mobile:63%\" data-src=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/an-advisor-shaking-hands-with-a-client-03.png\" data-lazy=\"true\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity&quot;,&quot;remove&quot;:&quot;ani-opacity-from&quot;}\"><\/div><\/div><\/div>\n<\/div><\/div><\/section>\n<\/div><\/div><\/section><\/div>\n<\/section><\/div>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-grey has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<header class=\"wp-block-rbcwm-block-header row rbc-block-header\"><div class=\"col-lg-12\">\n<div class=\"row\">\n\n<h2 id=\"h-related-articles\" class=\"wp-block-heading rbc-block-header-title col-lg-12\">Related articles<\/h2>\n\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-block-header-description rbc-block-header-description\">\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n<\/div><\/header>\n\n\n\n\t\t<div class=\"row\">\n\t\t\t<div class=\"col-lg-12\">\n\t\t\t\t<div class=\"row overlap-bottom\">\n\t\t\t\t\t\n<div class=\"rbc-media-card-col rbc-card-col-my col-lg-4 col-md-6\">\n\t<div class=\"rbc-card rbc-media-card rbc-card-hover rbc-media-card-stacked-vertical\">\n\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t<div class=\"rbc-card-body rbc-hero-img-background-position\">\n\t\t\t\t\t\t\t\t<div class=\"rbc-media-card-image\" style=\"background-image: url('https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2026\/09\/wide-view-business-woman-against-ccontemporary-corporate-skyscrapers-3210x2140-1.jpg?w=1024');\"><\/div>\n\t\t\t\t\t\t\t<h3 class=\"rbc-media-card-title rbc-media-card-title-wrap\"><span class=\"rbc-media-card-title-link\"><span>From caution to confidence: How family offices are reshaping their strategies in 2026<\/span><\/span><\/h3>\t\t\t\t<span class=\"category rbc-media-card-category\">\n\t\t\t\t\tWealth planning\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<p class=\"rbc-media-card-text\"><p>Strong 2025 returns and easing wealth-transfer pressures give family offices renewed confidence for the years ahead.<\/p>\n<\/p>\n\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/insights\/from-caution-to-confidence-how-family-offices-are-reshaping-their-strategies-in-2026\" class=\"rbc-media-card-footer-link align-self-end link-chev rbc-card-link-full\">\n\t\t\t\t\t\t<span class=\"rbc-media-card-cta-link\">\n\t\t\t\t\t\t\t7 minute read\t\t\t\t\t\t\t<div class=\"rbc-icon\">\n\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<span class=\"sr-only\">&#8211; From caution to confidence: How family offices are reshaping their strategies in 2026<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n<div class=\"rbc-media-card-col rbc-card-col-my col-lg-4 col-md-6\">\n\t<div class=\"rbc-card rbc-media-card rbc-card-hover rbc-media-card-stacked-vertical\">\n\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t<div class=\"rbc-card-body rbc-hero-img-background-position\">\n\t\t\t\t\t\t\t\t<div class=\"rbc-media-card-image\" style=\"background-image: url('https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2026\/03\/young-professional-woman-standing-outside-office-building-3210x2140-2.jpg?w=1024');\"><\/div>\n\t\t\t\t\t\t\t<h3 class=\"rbc-media-card-title rbc-media-card-title-wrap\"><span class=\"rbc-media-card-title-link\"><span>Women, wealth and legacy: Three generations are redefining financial success<\/span><\/span><\/h3>\t\t\t\t<span class=\"category rbc-media-card-category\">\n\t\t\t\t\tWealth planning\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<p class=\"rbc-media-card-text\"><p>Baby boomer, Gen X and millennial women are fundamentally changing how wealth is built, what it represents and how it can be used to create lasting impact.<\/p>\n<\/p>\n\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/insights\/women-wealth-and-legacy-three-generations-are-redefining-financial-success\" class=\"rbc-media-card-footer-link align-self-end link-chev rbc-card-link-full\">\n\t\t\t\t\t\t<span class=\"rbc-media-card-cta-link\">\n\t\t\t\t\t\t\t7 minute read\t\t\t\t\t\t\t<div class=\"rbc-icon\">\n\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<span class=\"sr-only\">&#8211; Women, wealth and legacy: Three generations are redefining financial success<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n<div class=\"rbc-media-card-col rbc-card-col-my col-lg-4 col-md-6\">\n\t<div class=\"rbc-card rbc-media-card rbc-card-hover rbc-media-card-stacked-vertical\">\n\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t<div class=\"rbc-card-body rbc-hero-img-background-position\">\n\t\t\t\t\t\t\t\t<div class=\"rbc-media-card-image\" style=\"background-image: url('https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2025\/07\/senior-parents-having-conversation-with-adult-daughter-at-dining-table-3210x2140-1.jpg?w=1024');\"><\/div>\n\t\t\t\t\t\t\t<h3 class=\"rbc-media-card-title rbc-media-card-title-wrap\"><span class=\"rbc-media-card-title-link\"><span>How to talk to your kids about their inheritance: Why wealth transfer conversations are crucial<\/span><\/span><\/h3>\t\t\t\t<span class=\"category rbc-media-card-category\">\n\t\t\t\t\tWealth transfer\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<p class=\"rbc-media-card-text\"><p>Family discussions should start early to successfully pass down both wealth and values.<\/p>\n<\/p>\n\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/insights\/how-to-talk-to-your-kids-about-their-inheritance-why-wealth-transfer-conversations-are-crucial\" class=\"rbc-media-card-footer-link align-self-end link-chev rbc-card-link-full\">\n\t\t\t\t\t\t<span class=\"rbc-media-card-cta-link\">\n\t\t\t\t\t\t\t6 minute read\t\t\t\t\t\t\t<div class=\"rbc-icon\">\n\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<span class=\"sr-only\">&#8211; How to talk to your kids about their inheritance: Why wealth transfer conversations are crucial<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\n\t\t<\/div><\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block alignfull rbc-block rbc-block-flush-bottom rbc-block-grey rbc-block-has-overlap rbc-block-small has-theme-color has-block-grey-background-color has-text-color has-background\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<div class=\"wp-block-rbcwm-rbc-button rbc-button-block row no-gutters align-items-end b-white blockId-e3c1857d-d45e-42f7-b502-4822a2427512 blockId-ced33434-fb18-449a-a45d-a1d5b7c2982e blockId-e5be623c-9a8d-4a66-aebb-8f44f969e9d6 blockId-9c5d2c53-9359-4c8d-bb54-5b909fef916d blockId-cf4d1698-756b-4cb0-9c14-33e384dfc320 blockId-d0121a51-394d-4ab3-b79e-a34457794a45 blockId-7882534e-fb40-4045-a1b3-ec3d9a5a634e blockId-71b5decf-64b0-42bf-8d6a-ec645b9a56ac blockId-c8c4513a-b9e2-4fa6-8a71-eeecb95dc76b blockId-1c9749f9-42ad-4f45-a0e4-61ec6678beec blockId-3290a08d-b93c-4339-9b87-e427b538d684 blockId-6f323766-6080-4a90-b0fe-6772aa3ec275 blockId-b7fe3f00-12b0-48ec-86f8-e6c787c2d002 blockId-4cc204b1-ff93-479d-b737-9de1444750dd blockId-edfd76fb-986c-4359-94b1-1ffbb6afd081 blockId-62177ac0-0f36-430c-829e-789ea616a92b blockId-db8991fd-0224-45fe-ad9d-d7428d399db6 blockId-5f0844ec-3be6-46bd-afbb-60e8235e805b blockId-ed0e8e78-2fc9-45cf-8927-e523da72bc00 blockId-4538a9df-18fd-4a1c-848e-a0e1b1d60afb blockId-0a445c5b-08d3-4184-8a04-382fcd86e962 blockId-f0701536-de4c-43fb-baa0-697518ebe51f blockId-fe270b94-c51e-424b-9ea4-fba78d078e52 blockId-4485ebdd-aa76-48b8-80c6-d538200a4503 blockId-2cd61ff9-2bac-4fa7-a3bd-2ef8287aeb03 blockId-d065d8bf-d139-423b-a911-3e571df00aae blockId-fdfb9998-4ad3-4df5-be8e-6b9a78b34a3a blockId-46c2d367-a2fe-49fe-b78e-2417f3ccc0de blockId-c66ddcf3-7dbc-490b-b731-1e95f0caf663 rbc-block-has-overlap overlap-bottom\"><div class=\"rbc-card\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"row\"><div class=\"col-lg-8\"><h3 class=\"mb-0 rbc-button-block-title\"><span>Let\u2019s connect<\/span><\/h3><hr class=\"hr-mini my-1-half bdr-warm-grey\"\/>\n<p class=\"paragraph-intro wp-block-paragraph\">We want to talk about your family strategy.<\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"col-lg-7\"><a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/contact\" target=\"_self\" class=\"rbc-button rbc-button-block-cta rbc-button-large rbc-button-warm-grey rbc-button-block\" rel=\"noopener\"><div class=\"rbc-icon rbc-button-icon-right\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-fal fa-angle-right \"><\/i><\/div><span>Let us contact you<\/span><\/a><\/div><\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-image-block rbc-block rbc-block-image rbc-block-image-bleed rbc-block-image-mobile-top\"><div class=\"container rbc-block-image-container\"><div class=\"row justify-content-between h-100 no-gutters\">\n<div class=\"wp-block-rbcwm-block-image-content rbc-block-image-content rbc-block-image-content-center col-lg-6 order-2 order-lg-1\"><div class=\"rbc-block-image-bleed-body wrap\">\n<h2 id=\"h-explore-our-past-reports\" class=\"wp-block-heading\">Explore our past reports<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Review the trends that impacted North American family offices over the last few years.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/campaign\/the-north-america-family-office-report-2025.pdf\" data-type=\"link\" data-id=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/campaign\/the-north-america-family-office-report-2024.pdf\" class=\"link-cta\" target=\"_blank\" rel=\"noreferrer noopener\">Read our 2025 report<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/campaign\/the-north-america-family-office-report-2024.pdf\" data-type=\"link\" data-id=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/campaign\/the-north-america-family-office-report-2024.pdf\" class=\"link-cta\" target=\"_blank\" rel=\"noreferrer noopener\">Read our 2024 report<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/campaign\/the-north-america-family-office-report-2023.pdf\" data-type=\"link\" data-id=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/campaign\/the-north-america-family-office-report-2023.pdf\" class=\"link-cta\" target=\"_blank\" rel=\"noreferrer noopener\">Read our 2023 report<\/a><\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-blockimage-image col-lg-5 order-0 rbc-block-image-bleed-col order-lg-0 flex-lg-row-reverse\"><div class=\"rbc-block-image-bleed-img-wrap  d-flex flex-lg-row-reverse\"><div class=\"rbc-block-image-img rbc-block-image-bleed-img bleed-img-left\" data-src=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2024\/09\/aerial-image-Fraser-River-headwaters-in-winter-in-page.jpg\" data-lazy=\"true\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity&quot;,&quot;remove&quot;:&quot;ani-opacity-from&quot;}\"><\/div><\/div><\/div>\n<\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-flush-bottom rbc-block-grey has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<div class=\"wp-block-group caption is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"row justify-content-between wrap blockId-95661bc5-9d1a-41d4-8d54-428b031ba194\">\n<div class=\"wp-block-rbcwm-column col-lg-12\">\n<p class=\"is-style-disclaimer wp-block-paragraph\">\u00a9 Royal Bank of Canada 2026. All rights reserved. All other trademarks are property of their respective owner(s) and are used under licence, if applicable. The material herein is for informational purposes only and is not directed at, nor intended for distribution to or use by, any person or entity in any country where such distribution or use would be contrary to law or regulation or which would subject Royal Bank of Canada or its subsidiaries or constituent business units to any licensing or registration requirement within such country. This is not intended to be either a specific offer by any Royal Bank of Canada entity to sell or provide, or a specific invitation to apply for, any particular financial account, product or service. Royal Bank of Canada does not offer accounts, products or services in jurisdictions where it is not permitted to do so, and therefore is not available in all countries or markets. The information contained herein is general in nature and is not intended, and should not be construed, as professional advice or opinion provided to the user, nor as a recommendation of any particular approach. This document does not purport to be a complete statement of the approaches or steps that may be appropriate for the user, does not take into account the user\u2019s specific investment objectives or risk tolerance and is not intended to be an invitation to effect a securities transaction or to otherwise participate in any investment service. The text of this document was originally written in English. Translations to languages other than English are provided as a convenience to our users. Royal Bank of Canada disclaims any responsibility for translation inaccuracies. The information provided herein is on an as-is basis. Royal Bank of Canada disclaims any and all warranties of any kind concerning any information provided in this report.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-grey rbc-footer-footnotes rbc-block-small has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<div class=\"row wrap blockId-15f0b13c-8892-405c-99e1-3e0e98983ef8\">\n<div class=\"wp-block-rbcwm-column col-lg-12\">\n<p class=\"is-style-caption has-dark-grey-color has-text-color wp-block-paragraph\"><strong>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.<\/strong> <\/p>\n\n\n\n<p class=\"is-style-caption has-dark-grey-color has-text-color wp-block-paragraph\">RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member <a href=\"https:\/\/www.nyse.com\/index\">NYSE<\/a>\/<a href=\"https:\/\/www.finra.org\/\">FINRA<\/a>\/<a href=\"https:\/\/www.sipc.org\/\">SIPC<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n<\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<span style=\"display: none;\">succession<\/span>\n","protected":false},"excerpt":{"rendered":"<p>This report explores the evolving family office landscape with insights from 155 single and multifamily offices, primarily in North America.   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