Choosing the right account structure—and avoiding surprises

Family offices have two main investment account options to choose from, including the brokerage model and the custodian model. While this decision may not be at the top of every family office's To Do list, making the right choice can help prevent problems down the road.

In this article, Sylvia Rizk, Director of Business Development at RBC Investor & Treasury Services, discusses the ins and outs of both account models, and how the optimal structure largely depends on the individual priorities of the family office. 

“First and foremost, there are no right or wrong answers”

Sylvia Rizk
Director of Business Development

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