Wealth Management is a Family Affair

Your Family Office Chief Financial Officer (CFO)

If your wealth has the potential of providing a foundation for many generations identifying a clear purpose for wealth can provide greater confidence that the financial decisions you make are the right ones and ensure a legacy you can be proud of.

A family legacy may be in the form of property forever held in the family name, an annual gathering that brings the family together, or a written publication that documents your unique family history so that values can be passed on for generations. We can also incorporate strategic philanthropy as a long-term activity, aimed at have a positive long-term impact and create a lasting family legacy.

RT Wealth Management can help navigate the many decisions and professional relationships needed to manage significant wealth successfully. We understand the landscape well, having extensive experience advising similar families, and can assist in helping to define a clear vision for your wealth

Wealth Management is a Family Affair 

At RT Wealth Management, we firmly believe that wealth management is a family affair. To attain your family’s goals, it is important to know where you are today, where you want to go, and how you are going to get there. Our team can help you focus on the emotional as well as the financial aspects of family wealth management. Working collaboratively with you, your family, and members of your wealth management team, we will recommend customized strategies for achieving all of your wealth management objectives.

Our integrated and multi-disciplinary wealth management process addresses all aspects of managing, protecting and transferring wealth, including investments, insurance, taxes, estates, retirement, cash management, planned giving, trusts and wills. We follow a structured approach to family wealth management, because we believe it’s important to address the whole picture and leave nothing to chance.

 

You and Your Family