Private wealth services
Enjoy what you have worked hard to achieve
Your wealth can be a great source of opportunity. But with wealth comes responsibilities, challenges and questions. RBC Private Wealth is an exclusive program for clients who hold $5 million or more with RBC Wealth Management.
We are dedicated to addressing the sophisticated financial needs of highly successful people like you. Our team of experienced specialists work alongside your RBC Wealth Management financial advisor to proactively plan for the future. Together we can address the wealth management issues that concern you.
- Wealth accumulation including the management of investments, liabilities, liquidity needs, retirement plans, stock compensation — along with strategies for exercising stock options and restricted stock — and business ownership interests.
- Wealth protection including insurance needs, titling of assets and asset protection, as well as powers of attorney, medical directives and executor/trustee relationships.
- Wealth distribution during and after your lifetime including gifts to family members, other heirs and the charities of your choice.
Important disclosure information about Royal Bank of Canada (RBC) and RBC Capital Markets, LLC.
1RBC Wealth Management received the highest score in the J.D.Power 2020 U.S. Full-Service Investor Satisfaction Study of customer satisfaction with full-service investment firms. Visit jdpower.com/awards.