Let us help you grow more than wealth 

Our services and offerings

Family Office Services Group specializes in providing personalized advice, bespoke wealth management, and sophisticated wealth planning solutions, part of a global firm with a client-first culture and world-class resources. Helping to protect and grow wealth through insightful perspectives and personalized attention, we have an unwavering focus on the achievement of our clients’ goals. Supported by a tool set and business model that has made RBC one of the world’s strongest global financial institutions, we focus on a select client base that includes multigenerational high-net worth families, corporate executives, foundations, and closely held corporations. Guided by our mission to help clients thrive and communities prosper, we offer services including:

  • Investment management and portfolio advisory
  • Trust and estate and legacy planning strategies and services
  • A comprehensive wealth planning approach
  • Family governance and multigenerational wealth management strategies
  • Private banking, credit, and lending solutions
  • Cash management and liquidity solutions
  • Investment portfolio tax considerate strategies
  • Pre and post liquidity / IPO planning and transaction advice
  • Management of concentrated equity positions
  • Corporate retirement plans and corporate executive services
  • Portfolio evaluation, risk analysis, and asset allocation development
  • Retirement planning and implementation
  • Institutional consulting services

Global Insight Monthly

Global Insight Monthly cover - November 2024Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Latest Insights

The White House

Pondering a U.S. policy potpourri

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

Read more

The North America Family Office Report 2024

Learn about trends impacting family offices in the U.S. and Canada, including succession planning, strategy shifts, strengthening governance and new technologies.

Explore the family office landscape >

Disclosures

Chris Glassman is currently registered to conduct business with residents of the following states: AL, CA, CO, CT, DC, DE, FL, GA, HI, IL, MA, MD, ME, MI, MN, NC, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, VT, WA.

Chris Glassman, NMLS # 1666620 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.