Holistic Family Advisors | Financial Planning

Family wealth that lasts through generations

Through a net worth management strategy defined by your priorities. Let’s talk about what matters most to your family.

Financial success centred in purpose

True wealth comes from money with meaning. We can help you build purpose into your success.

A rising generation with wealth, wisdom and societal values

More than inheritors of your wealth, the next generation is a steward of your family’s vision and values. Let’s get your inheritors ready for this role.

Your family’s financial headquarters

As high-net-worth businesses, families, and assets grow, financial planning for today and future generations becomes increasingly complex. At Rubach Wealth, we help you Get Your House in Order by serving as your family’s financial headquarters. We provide expert guidance and coordinate the diverse professional services needed to manage your net worth, preserve your legacy, and prepare the future stewards of your wealth.

Do you need a Family Office or Holistic Financial Planning?

We work with successful professionals, entrepreneurs, and next-generation members of wealthy families—individuals who are busy creating and growing wealth. Depending on the complexity of your assets and family structures, we offer a full suite of family office services or begin with holistic financial planning. Our strategy is tailored to your goals, values, and evolving needs at every stage of your journey.

Coordinated services for a cohesive strategy

The complexities of wealth and family relationships require a steady hand in net worth management and careful planning for greater tax efficiencies, risk management, wealth distribution, intergenerational transfer, philanthropy and succession. For all these to work as part of a cohesive strategy, it’s important to ensure all your services are integrated and managed, with no gaps, overlaps or inconsistencies.

What’s a Family Office?

A family office serves as both wealth manager and chief advisor, guiding successful individuals and families on all aspects of their wealth. While the traditional 19th-century model was designed for a single family, today’s family offices are typically multi-family or commercial, offering tailored services to meet the needs of affluent families.

In recent years, banks and accounting firms have also introduced their own family office practices. At Rubach Wealth, we help you Get Your House in Order by ensuring your financial strategy is seamlessly managed.

How our family office can help your family

Drawing on our team and partners’ expertise in finance, banking, tax, estate and organizational behaviour, Rubach Wealth creates integrated strategies for families today and into the future. These strategies include investment and wealth management, wealth distribution and transfer, tax planning, asset structure optimization, risk management, family governance and philanthropy.

Rubach Wealth plays a valuable role in identifying and providing oversight to your professional advisors, and is well positioned to guide you in your decisions should a significant financial or life event occur.