Addressing and anticipating the unique needs of wealth

By offering a versatile range of strategies and services, we are positioned to help meet our clients’ needs – today, and for the future.

We are dedicated to serving affluent individuals, entrepreneurs and sports professionals by helping manage and resolve issues that relate to their wealth. We understand the many tasks required to manage the intergenerational wealth of families in a coordinated and efficient manner.

Incorporating environmental, social, and goverance issues into investment analysis and decision-making

Investment Strategies and Services

We customize to the individual needs and goals of each family member as well as the family as a whole.

Philanthropic Guidance and Charitable Administration

We can manage assets and meeting agendas, record minutes and decisions, and implement trustee decisions.

Creative Solutions to Specific Investment Issues

Examples include assistance in selling or acquiring businesses, monetization strategies to diversify low-basis securities, programs to address excess industries weightings, equity research efforts to analyze private companies where clients have commitments.

Estate Counseling

Working in conjunction with family accountants and lawyers, we can create wealth scenarios to estimate financial outcomes according to differing investment designs.

Alternative Investment Strategies

Examples include resource partnerships, timber investments, venture capital, private equity and hedge funds.

Family Governance

We take into account family mission statements that define how global family decisions are made in order to preserve the family’s wealth efficiently and effectively, in accordance with the family’s values.

Family Office

We are a center of service to assist families with stewarding their wealth and heritage. The family office aggregates and integrates resources to facilitate asset preservation, cost control, financial education, family philanthropy and other shared needs.

Special Needs

Examples include insurance management and legacy education.

Raymond James does not offer tax or legal advice.