Wealthy Individuals and Families

You have worked hard to build your wealth. Now it’s time to preserve it.

Substantial and complex wealth portfolios like your require a sophisticated and disciplined approach, like ours.

Why choose us?

Specific
expertise

We understand the complexity of high-net-worth families and are here to help you grow and preserve your wealth. 

Independent
thinking

We have the agility and flexibility to provide you with a more personal alternative to conventional banks and wealth management firms.

Holistic
advice

We look at your whole financial picture when designing your wealth management plan so you can be confident in your financial future.

Your family’s values and goals are part of our holistic planning approach.


How we can help

Financial
Planning

Manage your current situation and safeguard your future expectations with a sophisticated financial plan.

Retirement
Planning

Gain clear insight into whether you have enough to retire.

Estate
Planning

Protect, manage and pass on your wealth how you intend with a well-structured estate plan.

Investment
Management

Access quality investment solutions to preserve and grow your wealth.

Tax-efficient
Strategies

Integrate tax-efficient options to minimize taxes and maximize wealth.

Risk
Management

Plan for the unexpected risks that could derail your life goals.

Strategic
Charitable Giving

Support the causes that matter to you by integrating charitable giving into your plan.

Insurance and
Annuities

Explore a range of options that offer long-term protection or guaranteed income streams.

Family
Governance

Support the causes that matter to you by integrating charitable giving into your plan.

Legacy
Planning

Safeguard your legacy and ensure your wishes are realized through Raymond James Trust services.

Executor
Services

Direct access to executor support services.

Our experienced team of advisors can help you secure your financial future.

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Meeting your unique needs

We provide wealthy individuals, families and foundations with a range of custom services like:

Coordinating and helping simplify challenging issues

Providing oversight and reporting requirements

Ensuring investment due diligence and risk assessment

Discover how we can work together to meet your unique needs.

Find out more

Creating an exceptional client experience

Financial concierge

Personalized, professional, and confidential services to help you manage the financial complexity in your life.

Coordinating financial affairs across multiple platforms and professionals

Designing carefully calibrated investment strategies

Connecting you with opportunities and specialists

Family unity

Along with helping to manage and preserve your wealth, we also strive to promote family unity through:

Financial education offerings

Family governance structures

Open and honest communication

Plan for your success

Start planning

Want to know if you’re on track to meet your financial goals?

Get started

Retirement ready

Explore your options to create a retirement plan that works for you.

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Insights

Explore financial topics that matter to you.

Find out more

Let’s start planning your ideal financial future