Specialized insight for family offices
We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life.
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.
Services Include
- Family Governance
- Legacy Planning
- Wealth Transfer
- Trust Services
- Wealth & Investment Management
- Banking & Lending Solutions1
- Insurance & Annuities2
- Risk Management
1Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, 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.
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Transferring established wealth across generations is a complex undertaking. We assist with transitioning control of wealth through a comprehensive evaluation and analysis that emphasizes a proactive stance as your family evolves. In collaboration with your other trusted advisors, we pore over details related to taxes, structuring of trusts and more to ensure an optimal wealth transfer strategy.
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You’re interested in more than just preserving your wealth – your family’s values are equally important. We assist in enshrining the family’s mission and vision using clear communication and planning. Developing a customized family governance system to guide collaborative decision-making on important matters can pave the way toward long-term harmony and success.
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Fully customizable trust solutions provide an advantage to our clients. The benefits of professional management are many, including impartiality in making investment decisions and in dealing with beneficiaries. Our trust services can bestow on you the confidence that comes from knowing your estate is protected from estate taxes and sustained for the next generation.