RMB Capital Management

Our Vision

Curi RMB Capital exists to empower people to make confident financial decisions and achieve their financial goals through personalized wealth management, family office services, and retirement planning solutions. We believe in building sustainable relationships with our clients, based on trust, transparency, and a deep understanding of their individual needs.

Our Expertise

Our team of experienced financial professionals offers a comprehensive range of services across three primary areas:

1. Wealth Management

We provide personalized wealth management services to individuals and families, encompassing:

• Goal-setting and financial planning
• Investment portfolio management
• Estate planning and tax optimization
• Retirement planning and distribution strategies

2. Family Office Services

Specifically designed for high-net-worth families, our family office services include:

• Family wealth management
• Multigenerational planning and succession
• Philanthropic advisory services
• Concierge services to simplify and streamline your financial life

3. Retirement Plan Solutions

We help businesses and individuals achieve their retirement goals through:

• Comprehensive retirement plan design and implementation
• Investment and administrative support
• Participant education and communication strategies
• Automated plan monitoring and review

Our Values

At Curi RMB Capital, our core values guide our actions and interactions:

• Integrity: We prioritize transparency and ethical conduct in all our endeavors.
• Client-centricity: We focus on understanding and exceeding client needs through personalized solutions and exceptional service.
• Collaboration: We value teamwork and maintain open communication to ensure success.
• Innovation: We stay abreast of industry trends and utilize technology for enhanced efficiency and client outcomes.
• Sustainability: We prioritize environmental, social, and governance practices in our operations.

About Our Team

Our team of experts includes experienced financial planners, investment professionals, and dedicated client service specialists. We are passionate about empowering clients with the knowledge and resources they need to achieve financial success.

Our Commitment

Curi RMB Capital is committed to providing exceptional client experiences through:

• Personalized attention and customized solutions
• Regular communication and transparent reporting
• Responsive customer service and support
• Access to thought leadership and industry insights