Convergent Wealth Advisors is a recognized industry leader, providing customized financial solutions to wealthy individuals a ... nd families. As a Financial Family Office, Convergent offers a true family office experience and relevant services at a far lower cost than a full service, internal family office. Convergent provides a full scope of financial services on a bundled or unbundled basis: 1. Financial Planning 2. Legacy Planning 3. Investment & Portfolio Oversight 4. Asset Management Convergent is a subsidiary of RBC USA Holdco and an affiliate of City National Bank. Convergent is headquartered in the Washington Metro Area, with offices in New York City, Los Angeles, and Portland, OR. read more