Our Comprehensive Solutions

Our clients have a variety of individual needs, with each one often demanding specific capabilities.
We understand that our clients deserve comprehensive solutions that take into account their personal circumstances.

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Delaware Trusts

Whether you wish to move an existing trust, or create a new one, a Delaware trust can provide significant benefits in the areas of multi-generational planning, asset protection and tax savings, including:

  • Potential exemption from state income tax for accumulated earnings and capital gains
  • Confidentiality through minimal court filing requirements and restricted beneficiary access
  • Investment flexibility regarding illiquid assets and/or concentrated positions
  • Spendthrift provisions for asset protection from creditors’ claims
  • Specialty trusts such as total return and dynasty trusts
Couple consulting with City National Bank's Preferred Banking Financial Advisor

Diversified Investment Management

We offer a broad spectrum of investment management services that encompass virtually all asset classes and strategies.

Our clients can work with a broad range of investment managers, asset classes and market specializations that provide diversification and optimal market coverage.

RBC Trust, unlike most other banks or trust companies, is dedicated to working with individuals and their investment, wealth, legal, accounting and other professional advisors to provide quality trust services. 

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Special Needs Trusts

Managing the unique needs of cherished loved ones whose health is compromised requires deep sensitivity and a special touch.

Our dedicated advisors have the knowledge, judgment and professional resources needed to create meaningful solutions for individuals with ongoing health challenges.

In all cases, we seek to maximize quality of life and the ability to live independently while also providing support and guidance to the families.

Our advisors have extensive experience with these trusts, which are often complex and labor-intensive, as well as with the considerations involving the individual’s eligibility for government programs.

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Trust Real Estate

Our industry knowledge also extends to real estate, where we provide professional property management of assets that include retail and commercial centers, office buildings, industrial facilities, single-and multi-family residential properties, and mineral, oil and gas assets.

Regardless of where your property is located, we seek to enhance its after-tax return in the context of each client’s overall investment profile.

We are familiar with all aspects of property management, and we are accustomed to working with our clients’ existing property managers.