RWA Private Wealth

Navigating the complexities that come with substantial wealth requires thoughtful planning. We have a history of helping families build and sustain their wealth for generations. We can help you do the same.

Our Comprehensive Services

Made to Measure.

RWA Family Office 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. Our advice and service are crafted specifically for you and your family—to the last detail.

We specialize in working with families that have complex financial affairs. Our services encompass wealth strategy and portfolio management, family administration, philanthropy and gifting in addition to professional estate and trust services.

Trust Built Over Generations.

RWA Family Office has dedicated resources designed to help preserve and enhance
the wealth and legacy of your family. Here’s what you can expect:

Integrated Perspective

Each facet of your financial life is part of a larger whole. We strive to add value by providing our investment and financial advice in close coordination 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—so we can help sustain your legacy for generations.

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 a multigen team. We match the needs of your family with a collaborative multigen team of professionals to ensure continuity and succession beyond your lifetime.

Uncompromising INtegrity

Our heritage of fiduciary responsibility, sound judgment and trust is the foundation of our offering. Our investment solutions come from an open architecture platform in addition to proprietary strategies and select managers.

Personalized Attention

We believe in providing clear reports, and we engage in regular communications and ongoing education to help you make better financial decisions.

“We provide each family with a personal experience along with all the benefits that come with our scale and expertise, which are hard to replicate.”

Nicole LaChapelle

President of Family Office

PRESIDENT OF FAMILY OFFICE

Why RWA Family Office

For all of life's
Intersectional moments.

Seeing off your child for the first time on the steps of their college dorm. The much-anticipated birth of a grandchild. An unexpected health scare. Our clients call 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.

multigenerational Wealth
Planning

Our commitment is and will always be to provide you with service, solutions and stewardship to sustain your vision and values.

Heritage of Serving Families as Fiduciaries

RWA Family Office has proud and unwavering history of serving as trustees, executors, and fiduciaries for client families.

Best of both worlds

We have the size and resources of a large firm wrapped in a boutique experience that’s human, personal.

Dedicated family office team

We have a multidisciplinary team of results-oriented professionals dedicated to the family office and committed to your success.