
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.
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.

Customized to the Last Detail
multigenerational Wealth
Planning
Heritage of Serving Families as Fiduciaries
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

Customized to the Last Detail
Ready to experience the human side of wealth®?
A single human touchpoint with us can enhance the trajectory of your legacy.
Required fields