Wealthy Families You have worked hard to build your wealth. Now it’s time to preserve it.
We understand the complexity of high-net-worth families and are here to help you preserve and grow your wealth.
Substantial and complex wealth portfolios like yours require a sophisticated and disciplined approach, like ours.
With the constant support of our experienced advisors, we take a holistic approach to family financial affairs. One that aligns with your values and your mission.
We provide wealthy individuals, families and foundations a comprehensive range of custom services to help secure your financial future:
- coordinating and helping simplify challenging issues
- providing oversight and reporting requirements
- ensuring investment due diligence and risk assessment
- offering custom services
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We act as your dedicated financial concierge
We maintain the utmost confidentiality and privacy while:
- striving to always provide a superior level of personal service
- coordinating financial affairs across multiple platforms and professionals
- designing carefully calibrated investment strategies
- connecting you with opportunities and specialists
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Family unity is of the utmost importance
Aside from assisting in managing and preserving wealth, we also strive to promote family unity. We pursue this through financial-education offerings, family governance structures and a transparent communication style.
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Our family advisory services
- Family governance
- Legacy planning
- Wealth transfer
- Executor services through Raymond James Trust Canada
- Philanthropic planning through the Raymond James Canada Foundation
- Wealth & investment management
- Insurance & annuities
- Risk management