Benefit from a versatile wealth management tool
Your financial wellbeing is undoubtedly the result of your hard work and careful investment decisions. Individuals and families use trusts to accomplish a broad range of important wealth management goals.
Trusts help protect assets should you become incapacitated. When it comes to estate settlement, trusts can help avoid the time, expense and publicity of probate. Trust strategies can also help reduce or mitigate potential estate tax exposure.
Trusts can be used to transfer wealth efficiently from one generation to the next. And trusts can be designed to ensure funds in the trust are distributed according to your wishes to the intended heirs and worthy causes you wish to have benefit from your financial success. So trusts can help you create the legacy by which you wish to be remembered.
A variety of trust strategies are available to help assets placed into a trust create income to help you fund the retirement you envision.
Your RBC Wealth Management financial advisor can work with your attorney and accountant to establish a trust that is appropriate for your needs.
The Human Rights Campaign 2018
Scorpio Partnership's Global Private Banking Benchmark Report 2017
Global Private Banking Awards 2017 presented by PWM and The Banker
But for all the economic sunshine at the Milken Institute Global Conference 2018, there are concerns on the horizon, too. Here are some key takeaways.Read more
While the possibilities of cryptocurrencies are undeniable, there are also plenty of risks to consider. Read this primer to get up to speed.Read more
Non-deposit investment products offered through RBC Wealth Management are not FDIC insured, are not a deposit or other obligation of, or guaranteed by, a bank, and are subject to investment risks, including possible loss of the principal amount invested.