{"id":5437,"date":"2022-01-12T07:40:45","date_gmt":"2022-01-12T07:40:46","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-us\/?p=5437"},"modified":"2026-09-16T09:41:47","modified_gmt":"2026-09-16T13:41:47","slug":"rbc-echelon-services","status":"publish","type":"rbcwm_solutions","link":"https:\/\/www.rbcwealthmanagement.com\/en-us\/solutions\/rbc-echelon-services","title":{"rendered":"RBC Echelon\u2122 services"},"content":{"rendered":"\n<div class=\"wp-block-rbcwm-hero-block rbc-hero-wm  rbc-hero-overlap rbc-hero-overlap-mobile rbc-hero-p32lbzgbe hide-mobile-energy-lines rbc-overlap-zindex-1\"><style>\n\t\t.rbc-hero-p32lbzgbe.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-p32lbzgbe.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-p32lbzgbe.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-p32lbzgbe .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-p32lbzgbe.is-style-rbc-hero-gradient::before,\n\t\t\t.rbc-hero-p32lbzgbe.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom::before,\n\t\t\t.rbc-hero-p32lbzgbe.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-p32lbzgbe.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-p32lbzgbe.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-p32lbzgbe.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom .rbc-hero-img-wrap::before,\n            .wp-block-rbcwm-hero-block.rbc-hero-p32lbzgbe.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-p32lbzgbe.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-12 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>RBC Echelon\u2122 services<\/span><\/h1><span class=\"rbc-hero-category\"><span>Private wealth services<\/span><\/span><div class=\"rbc-hero-breadcrumb link-chev-left\"><div class=\"rbc-icon mr-half\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-left\" style=\"color:#006ac3\"><\/i><\/div><span style=\"color:#006ac3\"><a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/solutions\/\" data-type=\"URL\" data-id=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/solutions\/\">Solutions<\/a><\/span><\/div><hr class=\"rbc-hero-hr hr-mini bdr-accent\"\/>\n<p class=\"wp-block-paragraph\">You have a vision for the future. You want to make a lasting impact with your wealth and create a legacy your family will enjoy for generations.<\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"rbc-hero-img-wrap undefined\"><\/div><\/div><\/div><\/div>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block has-primary-background-color has-background b-primary\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<div class=\"wp-block-group is-layout-flow wp-block-group-is-layout-flow\">\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-where-will-wealth-take-you\" class=\"wp-block-heading rbc-block-header-title col-lg-12 has-white-color has-text-color\">Where will wealth take you?<\/h2>\n\n<\/div>\n<\/div><\/header>\n\n\n\n<div class=\"row wrap blockId-806d20ec-e0b3-48b7-ae93-b2fab6f4d7a8\">\n<div class=\"wp-block-rbcwm-column col-md-6 col-lg-5 mb-3 mb-lg-0\">\n<p class=\"is-style-intro wp-block-paragraph\">Since 1864, The Royal Bank of Canada (RBC) has existed to be stewards of our clients\u2019 wealth. But as times change, so do the needs of our clients and the ways in which wealth can be fostered. With that in mind, we understand that to help simplify our clients\u2019 lives and be better advocates, we needed to expand our offerings to include complex investment and estate strategies, legacy planning and a suite of global concierge services that meet not only our wealthiest clients\u2019 needs, but continuously work to deliver the highest level of service.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-md-6 col-lg-6\">\n<p class=\"is-style-blockquote-small has-custom-css has-white-color has-text-color has-link-color has-medium-font-size wp-elements-d125e89dc387504b464284bc3ef812c5 wp-block-paragraph\">Introducing RBC Echelon, a premiere wealth planning experience for those who know that significant wealth is only as powerful as the intention behind it. Combining curated lifestyle services, deep financial expertise and a dedicated team who understands the full complexity of your life, Echelon is designed for those who want to steward their wealth with the same care and intention with which they built it\u2014because the people you love, and the causes you care about, deserve everything we have.<\/p>\n<\/div>\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 content-detail has-white-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<p class=\"wp-block-paragraph\">All wealth is not created equal and there isn\u2019t a one-size-fits-all solution. As one\u2019s wealth grows, often the complexity behind the planning and the asset structure requires specialized knowledge. That is why we designed the private wealth solutions team to support the needs of our RBC Echelon clients.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-left\" id=\"h-your-rbc-echelon-private-wealth-solutions-team\">Your RBC Echelon private wealth solutions team<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">As an RBC Echelon client, you are backed by more than just your financial advisor. Whether it is wealth planning, complex investment strategies including exchange funds, concentrated stock solutions and alternative investments, estate planning strategies, annuities, insurance or banking and liquidity solutions, your client strategies team is a collection of over 50 subject matter specialists who are dedicated to supporting you as you plan for your future, helping to ensure you get the specialized strategies you need to protect your legacy.<\/p>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph\">Private Wealth Solutions Team<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>RBC Echelon strategist<\/li>\n\n\n\n<li>Wealth strategist<\/li>\n\n\n\n<li>Retirement consultant<\/li>\n\n\n\n<li>Wealth planning consultant<\/li>\n\n\n\n<li>Wealth management consultant<\/li>\n\n\n\n<li>Insurance and annuity consultant<\/li>\n\n\n\n<li>Credit consultant<\/li>\n\n\n\n<li>Banking advisor<\/li>\n\n\n\n<li>Trust consultant<\/li>\n\n\n\n<li>Fixed income business development<\/li>\n<\/ul>\n<\/div>\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:20%;--bg-position-x-mobile:59%;--bg-position-y-mobile:26%\" data-src=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2025\/03\/adobestock_893327713_3210x2140.jpeg\" 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-image-block rbc-block rbc-block-image rbc-block-image-full\" data-location_id=\"What is your vision for this lifetime and beyond\"><div class=\"rbc-block-image-img rbc-block-image-full-img \" data-observe=\"{&quot;add&quot;:&quot;ani-opacity&quot;,&quot;remove&quot;:&quot;ani-opacity-from&quot;}\"><div class=\"rbc-block-image-parallax\" style=\"opacity:1\" data-src=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2025\/03\/AdobeStock_877394267.jpeg\" data-lazy=\"true\"><\/div><div class=\"rbc-block-image-overlay b-white\"><\/div><\/div><div class=\"container rbc-block-image-container\"><div class=\"row justify-content-between h-100\"><header class=\"col-lg-9 rbc-block-image-header\"><h2 class=\"rbc-block-image-title\"><span>What is your vision for this lifetime and beyond?<\/span><\/h2><div class=\"wrap row\"><p class=\"col-lg-9\">Working with you to create a structured plan is the most important step in ensuring the preservation, growth and management of your wealth. Growing international considerations, changing family dynamics and planning for future generations requires sophisticated strategies to protect your assets in order to support your near-term priorities and realize your vision for the future.<\/p><\/div><\/header>\n<div class=\"wp-block-rbcwm-block-image-content rbc-block-image-content rbc-block-image-content-center col-12\"><div class=\"\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:100%\">\n<div class=\"wp-block-group wrap not-staggered-wrap is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-rbcwm-columns container\"><div class=\"row justify-content-start blockId-f315f47d-6889-426f-8171-cc71a6f38e9a\">\n<div class=\"wp-block-rbcwm-column col-lg-4  mb-1 not-staggered-col\">\n<div class=\"wp-block-rbcwm-card rbc-card ani-opacity-up h-100 has-white-background-color has-background\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity-up&quot;,&quot;remove&quot;:&quot;ani-opacity-up-from&quot;}\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div>\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading has-text-align-center\" id=\"h-lifetime\">Lifetime<\/h4>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"is-style-default wp-block-paragraph\">Supporting your preferred way of life.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Access to specialty investment products<\/li>\n\n\n\n<li>Art and collectible advisory*<\/li>\n\n\n\n<li>Bill pay services*<\/li>\n\n\n\n<li>College preparatory and college search services*<\/li>\n\n\n\n<li>Private health advisory*<\/li>\n\n\n\n<li>Lifestyle services<\/li>\n\n\n\n<li>Strategic liquidity solutions<\/li>\n\n\n\n<li>Private aviation*<\/li>\n\n\n\n<li>Security solutions<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity my-1 is-style-mini-accent\"\/>\n<\/div><\/div><\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-4  mb-1 not-staggered-col\">\n<div class=\"wp-block-rbcwm-card rbc-card ani-opacity-up h-100 has-white-background-color has-background\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity-up&quot;,&quot;remove&quot;:&quot;ani-opacity-up-from&quot;}\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div>\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading has-text-align-center\" id=\"h-legacy\">Legacy<\/h4>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"is-style-default wp-block-paragraph\">Preserving wealth across generations.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Estate planning services<\/li>\n\n\n\n<li>Family dynamics*<\/li>\n\n\n\n<li>Trust services<\/li>\n\n\n\n<li>Multi-generational family meetings<\/li>\n\n\n\n<li>Family purpose alignment<\/li>\n\n\n\n<li>Philanthropy<\/li>\n\n\n\n<li>Next-gen education<\/li>\n\n\n\n<li>Succession planning<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity my-1 is-style-mini-accent\"\/>\n<\/div><\/div><\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-4  mb-1 not-staggered-col\">\n<div class=\"wp-block-rbcwm-card rbc-card ani-opacity-up h-100 has-white-background-color has-background\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity-up&quot;,&quot;remove&quot;:&quot;ani-opacity-up-from&quot;}\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div>\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading has-text-align-center\" id=\"h-impact\">Impact<\/h4>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Advancing your passions and making a meaningful impact.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Impact investments<\/li>\n\n\n\n<li>Philanthropy*<\/li>\n\n\n\n<li>Advocacy<\/li>\n\n\n\n<li>Charitable vehicles<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-mini-accent my-1\"\/>\n<\/div><\/div><\/div><\/div>\n<\/div>\n<\/div><\/div>\n<\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"is-style-caption has-theme-color has-text-color has-link-color wp-elements-5cd45c22db374a00faea9228166be123 wp-block-paragraph\" style=\"padding-right:var(--wp--preset--spacing--70);padding-left:var(--wp--preset--spacing--70)\">*Services provided by 3rd parties<\/p>\n<\/div>\n<\/div>\n<\/div><\/div>\n<\/div><\/div><\/section>\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=\"wp-block-rbcwm-columns container\"><div class=\"row blockId-198bd441-f945-479f-b6c4-b953bc695edc\">\n<div class=\"wp-block-rbcwm-column col-lg-6\">\n<h2 id=\"h-living-for-now-and-for-what-s-next\" class=\"wp-block-heading h2\"><strong>Living for now and for what&#8217;s next<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"h-\">Your life\u2014just like your wealth\u2014is multifaceted. Managing your everyday spending and assets with intention is just as important as your portfolio and investments. RBC Echelon\u2019s curated services and solutions can help you realize the potential of your personal, philanthropic and financial interests in ways that can simplify the planning and execution process.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-4\"><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"row no-gutters blockId-5f764164-9784-45e3-a08e-cb59bcee0e62\">\n<div class=\"wp-block-rbcwm-column col-lg-6 order-sm-first has-white-background-color has-background\" style=\"padding-top:var(--wp--preset--spacing--40);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--40);padding-left:var(--wp--preset--spacing--30)\"><div class=\"wrap\">\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h5 id=\"h-family-dynamics\" class=\"wp-block-heading\">Family dynamics <\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Helping you set your family up for success through next generation leadership coaching, retreats and meetings that will align towards a common goal.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-6 has-white-background-color has-background\" style=\"padding-top:var(--wp--preset--spacing--40);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--40);padding-left:var(--wp--preset--spacing--30)\"><div class=\"wrap\">\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h5 id=\"h-philanthropic\" class=\"wp-block-heading\"><strong>Philanthropic<\/strong><\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">You have options when it comes to leaving a lasting legacy. From philanthropic consulting, project planning and implementation and supporting or starting foundations to responsible investing, your wealth can leave an impact on the future that fits your goals and purpose.<\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"row no-gutters blockId-5f764164-9784-45e3-a08e-cb59bcee0e62\">\n<div class=\"wp-block-rbcwm-column col-lg-6 order-sm-first has-white-background-color has-background\" style=\"padding-top:var(--wp--preset--spacing--40);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--40);padding-left:var(--wp--preset--spacing--30)\"><div class=\"wrap\">\n<h5 id=\"h-educational-advisory\" class=\"wp-block-heading\"><strong>Educational advisory<\/strong><\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">There are few things that can set the next generations up for success like education. Whether setting them up early with K-12 tutoring and academic enrichment programs or helping them reach their goals through university admission consulting (including college and course selection, entrance exams, applications and essay coaching) through test preparation, they gain the encouragement they need every step of the way.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-6 has-white-background-color has-background\" style=\"padding-top:var(--wp--preset--spacing--40);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--40);padding-left:var(--wp--preset--spacing--30)\"><div class=\"wrap\">\n<h5 id=\"h-private-healthcare-advisory\" class=\"wp-block-heading\">Private healthcare advisory<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">When the worst news hits, your time is often better spent with your loved ones, not looking for solutions, reputable second opinions or trying to navigate the complexities of the healthcare system. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Instead, let a private healthcare advisory champion your individual needs and facilitate best-in-care access.<\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"row no-gutters blockId-5f764164-9784-45e3-a08e-cb59bcee0e62\">\n<div class=\"wp-block-rbcwm-column col-lg-6 order-sm-first has-white-background-color has-background\" style=\"padding-top:var(--wp--preset--spacing--40);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--40);padding-left:var(--wp--preset--spacing--30)\"><div class=\"wrap\">\n<h5 id=\"h-art-and-luxury-asset-advisory\" class=\"wp-block-heading\">Art and luxury asset advisory<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Gain access to subject matter experts across art, jewelry, cars, wines and more to help you with acquisitions, divestitures, collection management and appraisals who can help provide you with the specialty services you need and the trust you deserve.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-6 has-white-background-color has-background\" style=\"padding-top:var(--wp--preset--spacing--40);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--40);padding-left:var(--wp--preset--spacing--30)\"><div class=\"wrap\">\n<h5 id=\"h-physical-and-cyber-security\" class=\"wp-block-heading\"><strong>Physical and cyber security<\/strong><\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Even the most prepared individuals can find themselves in situations that call for advanced physical or cyber security. From private security professionals keeping your family safe and private investigation to advanced technological monitoring, gain access to one of the leading security consulting companies.<\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"row no-gutters blockId-5f764164-9784-45e3-a08e-cb59bcee0e62\">\n<div class=\"wp-block-rbcwm-column col-lg-6 order-sm-first has-white-background-color has-background\" style=\"padding-top:var(--wp--preset--spacing--40);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--40);padding-left:var(--wp--preset--spacing--30)\"><div class=\"wrap\">\n<h5 id=\"h-private-aviation\" class=\"wp-block-heading\"><strong>Private aviation<\/strong><\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">For those who need their air travel to fit their plans instead of fitting their plans to air travel, there is private aviation. From charters to fractional ownership and access to brokers, gain access to flight options that fit your schedule.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-6 has-white-background-color has-background\" style=\"padding-top:var(--wp--preset--spacing--40);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--40);padding-left:var(--wp--preset--spacing--30)\"><div class=\"wrap\">\n<h5 id=\"h-travel-and-lifestyle-concierge\" class=\"wp-block-heading\">Travel and lifestyle concierge<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Lifestyle management allows you to focus on what requires your undivided attention while keeping your home, business, travel and personal time organized and running smoothly.<\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"row no-gutters blockId-5f764164-9784-45e3-a08e-cb59bcee0e62\">\n<div class=\"wp-block-rbcwm-column col-lg-6 order-sm-first has-white-background-color has-background\" style=\"padding-top:var(--wp--preset--spacing--40);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--40);padding-left:var(--wp--preset--spacing--30)\"><div class=\"wrap\">\n<h5 id=\"h-bill-pay-nbsp\" class=\"wp-block-heading\"><strong>Bill pay<\/strong>&nbsp;<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Help ensure bills are paid promptly, accurately and securely with professional bill pay services.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-6 has-white-background-color has-background\" style=\"padding-top:var(--wp--preset--spacing--40);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--40);padding-left:var(--wp--preset--spacing--30)\"><div class=\"wrap\">\n<h5 id=\"h-concierge-ticketing\" class=\"wp-block-heading\"><strong>Concierge ticketing<\/strong><\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Attend private events or get the best seats in the house with concierge ticketing solutions.<\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"row no-gutters blockId-5f764164-9784-45e3-a08e-cb59bcee0e62\">\n<div class=\"wp-block-rbcwm-column col-lg-6 order-sm-first has-white-background-color has-background\" style=\"padding-top:var(--wp--preset--spacing--40);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--40);padding-left:var(--wp--preset--spacing--30)\"><div class=\"wrap\">\n<h5 id=\"h-specialty-storage-solutions\" class=\"wp-block-heading\">Specialty storage solutions<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Your specialty collections, including art and wine, require specialty storage with security, climate management and easy access.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-6 has-white-background-color has-background\" style=\"padding-top:var(--wp--preset--spacing--40);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--40);padding-left:var(--wp--preset--spacing--30)\"><div class=\"wrap\">\n<h5 id=\"h-property-and-casualty-insurance-solutions\" class=\"wp-block-heading\">Property and casualty insurance solutions<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">The standard property and casualty insurance solutions may not provide you with what you need when the situation turns dire. With luxury solutions that cover everything from property to specialty collections, you can get back to normal faster.<\/p>\n\n\n\n<div style=\"height:28px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div><\/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 content-detail has-white-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-top col-lg-6 order-2 order-lg-1\"><div class=\"rbc-block-image-bleed-body wrap\">\n<h2 id=\"h-legacy-planning\" class=\"wp-block-heading\"><strong>Legacy planning<\/strong><\/h2>\n\n\n\n<p class=\"is-style-intro wp-block-paragraph\">Your wealth gives you an opportunity to honor the past, celebrate the present and elevate the potential of your future. Show the people and causes you care about how much they mean to you by including them in your legacy planning.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Our team of experts conducts a thorough review of your current estate plan and offer innovative, tax-considerate planning strategies to ensure a successful wealth transition in line with your legacy goals. We\u2019ll collaborate with your tax and legal advisors to help you assess and solidify the long-term impact and legacy you desire to achieve.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Together, we can help you develop a comprehensive legacy approach that can encompass wills, trusts, foundations and endowments.<\/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 rbc-image-with-focalpoint-desktop rbc-image-with-focalpoint-mobile\" style=\"--bg-position-x-desktop:26%;--bg-position-y-desktop:39%;--bg-position-x-mobile:32%;--bg-position-y-mobile:45%\" data-src=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2025\/03\/close-up-multi-gen-family-on-sailboat-3210x2140-1.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<div class=\"wp-block-tk-tabs rbc-tab-expandable rbc-tab-medium rbc-tab-nav-between overlap-top overlap-bottom rbc-block-grey rbc-tab-flush\"><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=\"trustservices\" aria-selected=\"false\" role=\"tab\" class=\"single-item rbc-tab-link\"><span class=\"rbc-tab-link-text\"><span data-id=\"0\">Trust services<\/span><\/span><\/button><\/li><li role=\"none\" class=\"rbc-tab-item\"><button aria-controls=\"familydynamics\" aria-selected=\"false\" role=\"tab\" class=\"single-item rbc-tab-link\"><span class=\"rbc-tab-link-text\"><span data-id=\"1\">Family dynamics<\/span><\/span><\/button><\/li><li role=\"none\" class=\"rbc-tab-item\"><button aria-controls=\"estateplanningservices\" aria-selected=\"false\" role=\"tab\" class=\"single-item rbc-tab-link\"><span class=\"rbc-tab-link-text\"><span data-id=\"2\">Estate planning services <\/span><\/span><\/button><\/li><li role=\"none\" class=\"rbc-tab-item\"><button aria-controls=\"tax-awarestrategies\" aria-selected=\"false\" role=\"tab\" class=\"single-item rbc-tab-link\"><span class=\"rbc-tab-link-text\"><span data-id=\"3\">Tax-aware strategies <\/span><\/span><\/button><\/li><li role=\"none\" class=\"rbc-tab-item\"><button aria-controls=\"successionplan\" aria-selected=\"false\" role=\"tab\" class=\"single-item rbc-tab-link\"><span class=\"rbc-tab-link-text\"><span data-id=\"4\">Succession plan<\/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=\"trustservices\" role=\"tabpanel\" class=\"rbc-tab-expandable-content rbc-tab-content\"><div class=\"rbc-tab-content-body\">\n<section class=\"wp-block-rbcwm-rbc-block rbc-block has-white-color has-primary-background-color has-text-color has-background b-primary\" data-location_id=\"Take the lead in your well-being - Two column callout\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<div class=\"wp-block-rbcwm-columns container\"><div class=\"row blockId-d7a62797-ff54-45ed-8255-356dd8e52f1f\">\n<div class=\"wp-block-rbcwm-column col-lg-4\">\n<h3 id=\"h-trust-services\" class=\"wp-block-heading has-white-color has-text-color has-link-color wp-elements-6680f077fd7d4bebe4883083eb86b9da\">Trust services<\/h3>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-mini-accent\" style=\"margin-top:0;margin-bottom:0\"\/>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-8\">\n<p class=\"wp-block-paragraph\">Your achievements deserve stewardship beyond mere preservation. Families like yours leverage sophisticated trust frameworks for capital protection, strategic multi-generational wealth transfer, and governance control\u2014while optimizing for tax efficiency, remaining private, avoiding probate and providing succession clarity.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To help you meet your financial objectives using trust services, RBC Wealth Management has two internal trust companies, RBC Trust &amp; CNB Trust, and established alliances that can help elevate your existing strategies. Some unique capabilities offered include foundation administration, estate settlement, property management and special needs trust services.<\/p>\n<\/div>\n<\/div><\/div>\n<\/div><\/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=\"familydynamics\" role=\"tabpanel\" class=\"rbc-tab-expandable-content rbc-tab-content\"><div class=\"rbc-tab-content-body\">\n<section class=\"wp-block-rbcwm-rbc-block rbc-block has-white-color has-primary-background-color has-text-color has-background b-primary\" data-location_id=\"Take the lead in your well-being - Two column callout\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<div class=\"wp-block-rbcwm-columns container\"><div class=\"row blockId-d7a62797-ff54-45ed-8255-356dd8e52f1f\">\n<div class=\"wp-block-rbcwm-column col-lg-4\">\n<h3 id=\"h-family-dynamics-0\" class=\"wp-block-heading has-white-color has-text-color has-link-color wp-elements-b8f07e7cf4c34f2676e49bd79178ce30\">Family dynamics<\/h3>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-mini-accent\" style=\"margin-top:var(--wp--preset--spacing--20);margin-bottom:var(--wp--preset--spacing--20)\"\/>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-8\">\n<p class=\"wp-block-paragraph\">Building trusting relationships among family members is key to ensuring your legacy endures through the generations. RBC Echelon provides the guidance and experience that can help make your legacy intentions a reality.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Through RBC Echelon, you have access to professionals who are knowledgeable and skilled at helping families assess their risk profile and address potential issues\u2014all with future success in mind.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Leveraging a dedicated family dynamics team, family meetings and retreats facilitate regular, structured multigenerational conversations and governance to help your loved ones navigate difficult discussions around wealth transfer, succession and legacy while building the communication and leadership skills needed to maintain family harmony across generations.<\/p>\n<\/div>\n<\/div><\/div>\n<\/div><\/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=\"estateplanningservices\" role=\"tabpanel\" class=\"rbc-tab-expandable-content rbc-tab-content\"><div class=\"rbc-tab-content-body\">\n<section class=\"wp-block-rbcwm-rbc-block rbc-block has-white-color has-primary-background-color has-text-color has-background b-primary\" data-location_id=\"Take the lead in your well-being - Two column callout\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<div class=\"wp-block-rbcwm-columns container\"><div class=\"row blockId-d7a62797-ff54-45ed-8255-356dd8e52f1f\">\n<div class=\"wp-block-rbcwm-column col-lg-4\">\n<h3 id=\"h-estate-planning-services\" class=\"wp-block-heading has-white-color has-text-color has-link-color wp-elements-702e156946ce6ec3258c84ba20ad1e27\">Estate planning services<\/h3>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-mini-accent\" style=\"margin-top:0;margin-bottom:0\"\/>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-8\">\n<p class=\"wp-block-paragraph\">Estate planning is a crucial step in securing your legacy and your family\u2019s financial future, as are other matters like protecting assets and ensuring your wishes are honored. Working with your family and professional advisors all in one place, our estate planning capabilities deliver innovative, tax-considered strategies for wealth transition through a bespoke, multigenerational approach that works for your loved ones.<\/p>\n<\/div>\n<\/div><\/div>\n<\/div><\/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=\"tax-awarestrategies\" role=\"tabpanel\" class=\"rbc-tab-expandable-content rbc-tab-content\"><div class=\"rbc-tab-content-body\">\n<section class=\"wp-block-rbcwm-rbc-block rbc-block has-white-color has-primary-background-color has-text-color has-background b-primary\" data-location_id=\"Take the lead in your well-being - Two column callout\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<div class=\"wp-block-rbcwm-columns container\"><div class=\"row blockId-d7a62797-ff54-45ed-8255-356dd8e52f1f\">\n<div class=\"wp-block-rbcwm-column col-lg-4\">\n<h3 id=\"h-tax-aware-strategies\" class=\"wp-block-heading has-white-color has-text-color has-link-color wp-elements-c624d44be14d066f3a17e9f8e64dccb9\">Tax-aware strategies<\/h3>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-mini-accent\" style=\"margin-top:0;margin-bottom:0\"\/>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-8\">\n<p class=\"wp-block-paragraph\">Collaborating with your tax and legal advisors, RBC Echelon creates tax-conscious strategies that can help maximize after-tax returns and preserve wealth across generations through wills, trusts, foundations and endowments.<\/p>\n<\/div>\n<\/div><\/div>\n<\/div><\/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=\"successionplan\" role=\"tabpanel\" class=\"rbc-tab-expandable-content rbc-tab-content\"><div class=\"rbc-tab-content-body\">\n<section class=\"wp-block-rbcwm-rbc-block rbc-block has-white-color has-primary-background-color has-text-color has-background b-primary\" data-location_id=\"Take the lead in your well-being - Two column callout\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<div class=\"wp-block-rbcwm-columns container\"><div class=\"row blockId-d7a62797-ff54-45ed-8255-356dd8e52f1f\">\n<div class=\"wp-block-rbcwm-column col-lg-4\">\n<h3 id=\"h-succession-plan\" class=\"wp-block-heading has-white-color has-text-color has-link-color wp-elements-6e48f67a2a7721cab7951ba8a444e80d\">Succession plan<\/h3>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-mini-accent\" style=\"margin-top:0;margin-bottom:0\"\/>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-8\">\n<p class=\"wp-block-paragraph\">Taking the next step in life without worry requires setting up the next generation with the skills and resources they need to continue your legacy. Using customized, multigenerational strategies, the people and structures\u2014including business leadership, estates, trusts, lending and family governance\u2014are prepared so that your wealth and enterprises transfer intentionally, tax-consciously and without fracturing the family.<\/p>\n<\/div>\n<\/div><\/div>\n<\/div><\/div><\/div><\/section>\n<\/div><\/div><\/section><\/div>\n<\/section><\/div>\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<h3 id=\"h-philanthropy\" class=\"wp-block-heading\">Philanthropy<\/h3>\n\n\n\n<p class=\"is-style-intro wp-block-paragraph\">Significant wealth affords great opportunity to make a meaningful impact on the world today and create positive change for generations. Our resources and capabilities can help you become more intentional in your philanthropy.<\/p>\n\n\n\n<h4 id=\"h-from-idea-to-impact-how-we-can-help\" class=\"wp-block-heading\">From idea to impact: how we can help<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">We recognize that you have more decisions to make than ever before when it comes to achieving impact. The combined forces of an ongoing global pandemic, geopolitical instability at home and abroad, and climate change are magnifying and accelerating the need for changes across the globe. Just as you seek out professional advice in all facets of your life, we understand that you need the same degree of thoughtful and knowledgeable support to achieve your desired impact.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/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\" data-src=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2025\/03\/adobestock_602520574_3210x2140.jpeg\" 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-grey has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<div class=\"wp-block-rbcwm-columns container\"><div class=\"row blockId-39372c89-d3a0-4883-9823-db7578485be2\">\n<div class=\"wp-block-rbcwm-column col-lg-8\">\n<h2 id=\"h-interconnected-tools-drive-lasting-change\" class=\"wp-block-heading\">Interconnected tools drive lasting change<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Experienced leaders consider every option to create impact, and our partners can guide you to develop an integrated strategy that deploys three essential levers for change:<\/p>\n\n\n\n<div class=\"wp-block-rbcwm-cardcta-block rbc-card rbc-card-cta rbc-card-hover\" data-observe=\"{&quot;add&quot;:&quot;ani-card-up&quot;,&quot;remove&quot;:&quot;ani-card-up-from&quot;}\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"row\"><div class=\"col d-flex\"><div class=\"row w-100 align-items-start\"><div class=\"rbc-card-cta-col-left mb-1 mb-lg-0 col-xl-4 col-lg-5\"><h3 class=\"rbc-card-cta-title h5\">Philanthropy<br><span class=\"rbc-icon\"><\/span><\/h3>\n<figure class=\"wp-block-rbcwm-blockquote mb-0\"><blockquote class=\"rbc-display\"><\/blockquote><\/figure>\n<\/div><div class=\"rbc-card-cta-col-right col-xl-8 col-lg-7\"><p class=\"rbc-card-cta-seperator\">Fund pilots, test new ideas, and provide flexible, long-term support to sustain and scale nonprofits.<\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-cardcta-block rbc-card rbc-card-cta rbc-card-hover\" data-observe=\"{&quot;add&quot;:&quot;ani-card-up&quot;,&quot;remove&quot;:&quot;ani-card-up-from&quot;}\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"row\"><div class=\"col d-flex\"><div class=\"row w-100 align-items-start\"><div class=\"rbc-card-cta-col-left mb-1 mb-lg-0 col-xl-4 col-lg-5\"><h3 class=\"rbc-card-cta-title h5\">Advocacy<br><span class=\"rbc-icon\"><\/span><\/h3>\n<figure class=\"wp-block-rbcwm-blockquote mb-0\"><blockquote class=\"rbc-display\"><\/blockquote><\/figure>\n<\/div><div class=\"rbc-card-cta-col-right col-xl-8 col-lg-7\"><p class=\"rbc-card-cta-seperator\">Influence public policy and the allocation of public resources, or influence the practices of private sector institutions.<\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-cardcta-block rbc-card rbc-card-cta rbc-card-hover\" data-observe=\"{&quot;add&quot;:&quot;ani-card-up&quot;,&quot;remove&quot;:&quot;ani-card-up-from&quot;}\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"row\"><div class=\"col d-flex\"><div class=\"row w-100 align-items-start\"><div class=\"rbc-card-cta-col-left mb-1 mb-lg-0 col-xl-4 col-lg-5\"><h3 class=\"rbc-card-cta-title h5\">Impact Investing<br><span class=\"rbc-icon\"><\/span><\/h3>\n<figure class=\"wp-block-rbcwm-blockquote mb-0\"><blockquote class=\"rbc-display\"><\/blockquote><\/figure>\n<\/div><div class=\"rbc-card-cta-col-right col-xl-8 col-lg-7\"><p class=\"rbc-card-cta-seperator\">Scale impact through market-driven sustainable solutions.<\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-4\"><\/div>\n<\/div><\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-flush-bottom rbc-block-grey rbc-block-has-overlap rbc-block-small has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<div class=\"wp-block-rbcwm-rbc-button alignfull rbc-button-block row no-gutters align-items-end b-white blockId-e39fc99b-8d9c-4e25-8537-47b3ae49031f blockId-51654da4-cc42-47eb-bd70-fc822212bf1c blockId-b9e7aae1-3a57-44a5-ab0e-67a9a5ce9308 blockId-fb93355c-353e-4e8c-9e69-fecc5a460ed2 blockId-5fdcc39c-6ebc-4086-a99b-23575cba9466 blockId-c7e39424-27ed-471e-bc48-5d83a387ec11 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>Discover where your wealth can take you<\/span><\/h3><hr class=\"hr-mini my-1-half bdr-warm-grey\"\/>\n<p class=\"paragraph-intro wp-block-paragraph\">Take an informed, personalized approach to managing your wealth with RBC Wealth Management.<\/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>Contact us<\/span><\/a><\/div><\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\t\t\t<section class=\"rbc-block rbc-block-featured b-primary\" data-location_id=\"Related solutions - Article two column card list\">\n\t\t\t\t<div class=\"container\">\n\t\t\t\t\t<div>\n\t\t\t\t\t\t<header class=\"row rbc-block-header\">\n\t\t\t\t\t\t\t<div class=\"col-12\">\n\t\t\t\t\t\t\t\t<div class=\"row\">\n\t\t\t\t\t\t\t\t\t<h2 class=\"rbc-block-header-title col-lg-8\">Related solutions<\/h2>\n\t\t\t\t\t\t\t\t\t<div class=\"col-lg-4 rbc-block-header-cta-wrap text-lg-right text-left mb-half mb-lg-0\">\n\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/solutions\" class=\"link-chev rbc-block-header-cta wp-block-rbcwm-related-solutions-link\"><span>All solutions<\/span><div class=\"rbc-icon\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i><\/div><\/a>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/header>\n\t\t\t\t\t\t<div class=\"row\">\n\t\t\t\t\t\t\t<div class=\"col-lg-12\">\n\t\t\t\t\t\t\t\t<div class=\"wrap\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-card rbc-card-cta rbc-card-mb rbc-card-hover rbc-card-cta-translucent ani-card-up\">\n\t\t\t\t\t\t\t\t\t\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-card-body\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"row\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"col d-flex\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"row w-100 align-items-center\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-card-cta-col-left mb-1 mb-lg-0 col-xl-4 col-lg-5\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h3 class=\"rbc-card-cta-title h5\">Professional trustee services<\/h3>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-card-cta-col-right col-xl-8 col-lg-7 rbc-card-cta-seperator\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>Access professional trustees and flexible trust capabilities to help accomplish your and your family&#8217;s estate planning and wealth transfer goals.<\/p>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/solutions\/professional-trustee-services\" class=\"col-auto align-self-lg-center rbc-card-link-full position-static\"><span class=\"sr-only\">Professional trustee services<\/span><div class=\"rbc-icon rbc-card-cta-arrow fa-3x\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i><\/div><\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-card rbc-card-cta rbc-card-mb rbc-card-hover rbc-card-cta-translucent ani-card-up\">\n\t\t\t\t\t\t\t\t\t\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-card-body\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"row\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"col d-flex\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"row w-100 align-items-center\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-card-cta-col-left mb-1 mb-lg-0 col-xl-4 col-lg-5\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h3 class=\"rbc-card-cta-title h5\">Investment banking solutions<\/h3>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-card-cta-col-right col-xl-8 col-lg-7 rbc-card-cta-seperator\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>Leverage an array of sophisticated business, corporate and executive services to help achieve your professional and personal financial goals.<\/p>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/solutions\/investment-banking-solutions\" class=\"col-auto align-self-lg-center rbc-card-link-full position-static\"><span class=\"sr-only\">Investment banking solutions<\/span><div class=\"rbc-icon rbc-card-cta-arrow fa-3x\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i><\/div><\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-card rbc-card-cta rbc-card-mb rbc-card-hover rbc-card-cta-translucent ani-card-up\">\n\t\t\t\t\t\t\t\t\t\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-card-body\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"row\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"col d-flex\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"row w-100 align-items-center\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-card-cta-col-left mb-1 mb-lg-0 col-xl-4 col-lg-5\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h3 class=\"rbc-card-cta-title h5\">Gifting and philanthropic solutions<\/h3>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-card-cta-col-right col-xl-8 col-lg-7 rbc-card-cta-seperator\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>Incorporating a charitable giving strategy into an overall investment plan can help develop a strong legacy for the entire family to enjoy.<\/p>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/solutions\/gifting-and-philanthropic-solutions\" class=\"col-auto align-self-lg-center rbc-card-link-full position-static\"><span class=\"sr-only\">Gifting and philanthropic solutions<\/span><div class=\"rbc-icon rbc-card-cta-arrow fa-3x\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i><\/div><\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t\t\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-flush-bottom rbc-block-grey rbc-block-has-overlap 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-our-insights\" class=\"wp-block-heading rbc-block-header-title col-lg-12\">Our insights<\/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\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\/2019\/07\/family-with-kids-resting-on-yacht.jpg');\"><\/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>Luxury travel trends and tips for high-net-worth families<\/span><\/span><\/h3>\t\t\t\t<span class=\"category rbc-media-card-category\">\n\t\t\t\t\tFamily finances\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/insights\/luxury-travel-trends-and-tips-for-high-net-worth-families\" 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\t4 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; Luxury travel trends and tips for high-net-worth families<\/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\/2023\/02\/Thanksgiving-day-table-setting.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>The benefits of a financial chat over the holidays<\/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<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/insights\/the-benefits-of-a-financial-chat-over-the-holidays\" 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\t5 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; The benefits of a financial chat over the holidays<\/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\/2024\/10\/multi-gen-family-sits-together-in-living-room-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>Five estate planning tips to help avoid sibling rivalry<\/span><\/span><\/h3>\t\t\t\t<span class=\"category rbc-media-card-category\">\n\t\t\t\t\tEstate planning\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/insights\/5-estate-planning-tips-to-help-avoid-sibling-rivalry\" 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\t5 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; Five estate planning tips to help avoid sibling rivalry<\/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\t\t\t\t\t\t\t\t\t\t\t<div class=\"col-12\">\n\t\t\t\t\t\t\t<div class=\"rbc-button-block row no-gutters align-items-end rbc-block-spacer-t justify-content-end\">\n\t\t\t\t\t\t\t\t<div class=\"col-lg-5 order-1\">\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/insights\/\" class=\"rbc-button rbc-button-block-cta rbc-button-large rbc-button-secondary rbc-button-block\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"rbc-icon rbc-button-icon-right\">\n\t\t\t\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\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tBrowse more insights\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\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 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","protected":false},"excerpt":{"rendered":"<p>RBC Echelon is our suite of private wealth management services designed to elevate your wealth&#8217;s impact and help you manage it with confidence.<\/p>\n","protected":false},"author":68,"featured_media":29201,"template":"","meta":{"_acf_changed":false,"editor_notices":[],"rbc_url_alias":"","footnotes":""},"rbcwm_content_owner":[],"rbcwm_solution_category":[1024],"class_list":["post-5437","rbcwm_solutions","type-rbcwm_solutions","status-publish","has-post-thumbnail","hentry","rbcwm_solution_category-private-wealth-services"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>RBC Echelon services \u2013 RBC Wealth Management\u2013U.S.<\/title>\n<meta name=\"description\" content=\"RBC Echelon is our suite of private wealth 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