About us

Elke Rubach, LL.B LL.M CLU

Elke Rubach, LL.B LL.M CLU

Principal

Cheryl Hudson

Cheryl Hudson

Head of Strategic Philanthropy

Brooke McClelland, BA

Brooke McClelland, BA

Associate Advisor

Becky Karp, BA (Hons)

Becky Karp, BA (Hons)

Manager of Business Operations

Our Foundation

Core purpose – Why we do what we do. Why we exist.
We want every client to be financially independent.

Vision – Where we are going, and how we’ll know we’re there
A boutique family office that is the first choice of people who want the most personal attention they can imagine.

Mission – What we do every day to get there
We listen, empathize and provide thoughtful counsel on holistic solutions in every area of our clients’ lives.

 

The Rubach Wealth Process

Our process starts with you and is shaped at every stage by your requirements and aspirations. To learn more about how we work as your trusted partner, download our Rubach Wealth Process document.
 

  • Get to know you
  • Develop a shared understanding of your needs
  • Formulate a customized plan
  • Implement the plan with unparalleled service
  • Review progress and make adjustments

The Rubach Wealth Process

Our process starts with you and is shaped at every stage by your requirements and aspirations. To learn more about how we work as your trusted partner, download our Rubach Wealth Process document.
 

  • Get to know you
  • Develop a shared understanding of your needs
  • Formulate a customized plan
  • Implement the plan with unparalleled service
  • Review progress and make adjustments