FOR FAMILY OFFICESSPECIALIZED INSIGHT
Intergenerational wealth management requires a sophisticated and disciplined approach designed to help achieve your goals and aspirations in any market environment. We apply this principle in assisting wealthy individuals, families and foundations with the management of substantial and complex portfolios. In the pursuit of securing your financial future, we coordinate and help simplify challenging issues, including oversight and reporting requirements, investment due diligence and risk assessment, providing select families with a comprehensive range of custom services.
We act as your dedicated financial concierge, managing financial affairs across multiple platforms and professionals, designing carefully calibrated investment strategies and connecting you with opportunities and specialists, all while providing the utmost confidentiality and privacy.
Aside from assisting in managing and preserving wealth, we also strive to promote family unity. Our professionals pursue this through financial education offerings, family governance structures and a transparent communication style.
With the constant support of our experienced advisors, we strive to give you the confidence that comes with a holistic approach to your family’s financial affairs. One that aligns with your values and your mission.
- Family Governance
- Legacy Planning
- Wealth Transfer
- Trust Services
- Wealth & Investment Management
- Banking & Lending Solutions1
- Insurance & Annuities2
- Risk Management
1Lending solutions offered by Raymond James Bank, an affiliate of Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.
2Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group.
Discover smart options to grow your savings. Although saving more takes some effort, it may be easier than you think – there may even be “free” money available that can help. Here are some tips: Take advantage of an employer match. If they’ll match 3%, you’ve just covered 6% of...
Many couples don’t agree on when, where or how they’re going to spend their golden years. When Fidelity Investments asked couples how much they thought they’d need to save for retirement to maintain their current lifestyle, 49% said they had “no idea.” Over half the survey...
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations. With the end of the year fast approaching, now’s the time to take advantage of tax-deferred growth opportunities, tax-advantaged investments and charitable...