Cory Jacobson, CFA
Portfolio Manager
Turning complexity into clarity, and strategy into a comfortable journey.
We provide high-net-worth families and individuals with bespoke family office services, delivering expertise, sophistication, and personalized care to all our clients. Leveraging cutting-edge tools and resources supported by RBC’s foundation, thoughtful investment oversight is just the beginning. Our dedicated team of multidisciplinary experts guides clients throughout their wealth management journeys, emphasizing estate structuring, risk mitigation, and tax minimization as essential components of their overall wealth strategies.
Professionals you can trust
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Institutional experience focused on private wealth
Our family office approach is built from a foundation of experience, research, and due diligence.
What we do
We forge partnerships with wealthy families to architect enduring wealth strategies. Our bespoke investment solutions, crafted with precision and foresight, are designed for those who demand exceptional outcomes and uncompromising expertise. Each partnership is uniquely designed to align with family objectives.
How we do it
Our team of professionals uphold an unwavering commitment to excellence for our clients, crafting strategies that align with their vision and delivering them with absolute discretion.
Family Office Services extends beyond the traditional investment advisory role familiar to most. Effective wealth management today requires the integration of cross-disciplinary experience, generational wealth transfer, global asset diversification, and legacy planning with traditional portfolio construction and financial planning, demanding a nuanced understanding of the global economic, legal, and regulatory landscapes.
Our principles align with our clients, ensuring every decision reflects their family’s unique objectives. With a focus on precision, confidentiality, and long-term success, our commitment to each client is paramount to their partnership with a trusted investment firm.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.