Family office
We help families build and sustain wealth
for generations.
Built on trust.
We have dedicated resources designed to help preserve and
enhance the wealth and legacy of your family.
Integrated perspective
We believe we can provide the most value by closely coordinating our financial and investment advice with legal, tax and philanthropic advisors to create a comprehensive wealth plan.
sustainable results
Our investment approach is designed to generate long-term value by protecting and growing assets through market cycles.
Effective Stewardship
We will collaborate with you closely to uncover the purpose and motivations for your wealth. We then map the steps needed to adapt to emergent challenges and endeavor to achieve your goals so you can pursue the life you want.
Generational Continuity
We believe that for effective multigenerational wealth management, you need team of professionals to ensure continuity and succession beyond your lifetime.
Uncompromising Integrity
Our heritage of fiduciary responsibility and trust is the foundation of our offerings. Our investment solutions come from our open architecture platform, and we can collaborate with our internal or your other external advisors to provide the most effective wealth solutions designed to meet your needs
Personalized Attention
We believe in providing clear reports, engaging in regular communications and offering ongoing education to help you make better financial decisions.
“We provide each family with a very personal experience along with all the benefits that come with our scale and expertise, which are very hard to replicate.”
Nicole lachapelle
Head of family office
Why RWA Family Office?
Made to Measure.
RWA Wealth Partners has a legacy of serving families as trustees and personal advisors for generations. We draw on that experience and knowledge to offer you advice for protecting and preserving family wealth. The advice and service are crafted specifically for you and your family—to the last detail.
We specialize in working with families with complex financial affairs. Our services encompass financial planning and portfolio management, tax planning, family administration, philanthropy, and gifting in addition to professional estate and trust services.
Wealth Strategy and Portfolio Management
Family Administration
Services
Review and assist with household expenses • Budgeting and cashflow assistance • Help with line of credit and cash movement • Vendor evaluation and recommendation • Coordination of capital call payments and distribution tracking • Tax preparation and coordination
Philanthropy and
Lifetime Gifting
Professional Estate and Trust Services
Financial Planning Process
Preserve and Enhance Your Family's Wealth.
Develop
With your objectives defined, we build models to determine how best to utilize your resources to accomplish your goals. The process is collaborative and iterative.
Define
Through one-on-one meetings and meaningful conversations, we develop an understanding of you and your family so we can define your values, goals and financial resources.
Track
As your life changes, your plan should too. We continue to review your ongoing needs and goals and will adjust your plan as needed.
Financial Planning Process
Preserve and Enhance Your Family's Wealth.
Effective financial planning is critical to long-term success. At RWA we’re committed to aligning your comprehensive financial picture to your values, priorities and goals.
A Boutique Experience
FOR ALL OF LIFE'S
Intersectional moments.
Seeing your child off for the first time on the steps of their college dorm. The much-anticipated birth of a grandchild. An unexpected health scare. Our clients are accustomed to calling us for advice and guidance through life’s big moments and unforeseen twists and turns. Whenever there’s a dollar sign involved and for so much more, we’re here for you.
Customized to the Last Detail
We help with cash flow, budgeting, education, investments, tax considerations, trust administration, charitable gift planning and more. Our approach is tailored to provide confidence and peace of mind.
Thoughtful multigenerational Wealth Planning
160-Year Tradition of Serving Families as Fiduciaries
TAILORED FOR YOU
Dedicated family office team
Why RWA Family Office
FOR ALL OF LIFE'S
Intersectional moments.
Seeing your child off for the first time on the steps of their college dorm. The much-anticipated birth of a grandchild. An unexpected health scare. Our clients are accustomed to calling us for advice and guidance through life’s big moments and unforeseen twists and turns. Whenever there’s a dollar sign involved and for so much more, we’re here for you.
Customized to the Last Detail
Seeing your child off for the first time on the steps of their college dorm. The much-anticipated birth of a grandchild. An unexpected health scare. Our clients are accustomed to calling us for advice and guidance through life’s big moments and unforeseen twists and turns. Whenever there’s a dollar sign involved and for so much more, we’re here for you.
Thoughtful multigenerational Wealth Planning
160-Year Tradition of Serving Families as Fiduciaries
Best of the world
Dedicated family office team
Customized to the Last Detail
We help with cash flow, budgeting, education, investments, tax considerations, trust administration, charitable gift planning and more. Our approach is tailored to provide confidence and peace of mind.
HELPING PRESERVE LEGACIES
WEALTH, LIKE TRADITIONS,
SHOULD PASS DOWN FROM ONE GENERATION TO THE NEXT.
The wealth you worked hard to build is connected to your achievements from the past, as well as your aspirations for the future.
We can help you prepare for the transfer of wealth to the next generation and generations to come—so that your vision is renewed and reinforced and your legacy lives on.
Ready to experience the human side of wealth®?
A single human touchpoint with us can enhance the trajectory of your legacy.
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