Intergenerational wealth management requires a sophisticated and disciplined approach to help achieve your goals and aspirations in any market environment. In the pursuit of securing your financial future, we coordinate and simplify challenging issues, including oversight and reporting requirements, investment due diligence and risk assessment, providing 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 achieve this through financial education offerings, family governance structures and a transparent communication style.
Specialized services include:
- Family governance
- Legacy planning
- Wealth transfer
- Trust services through our affiliate Raymond James Trust
- Risk management
We offer sophisticated experience in planning for today and future generations.
