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Cooper Family Office Consulting of Raymond James
1 Town Center Road, 10th floor
Boca Raton, FL 33486-1039
T: 561.981.3688
TF: 800.327.1055
F: 866.206.2609
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The dual benefits of non-cash donations
Maximize your philanthropic mission and minimize taxes.
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Estate & Giving
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
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Estate & Giving
Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
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Estate & Giving
Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
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Estate & Giving
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed to he...
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Estate & Giving
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your values a...
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Estate & Giving
Aligning wealth with purpose this holiday season
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
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Estate & Giving
Estate planning complexity with the rise of new technologies
The language used in important documents may need to shift to reflect recent innovations and complex family dynamics.
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Family & Lifestyle
Infographic: The gift of philanthropic planning
Investing time and strategy into your philanthropic goals today could help ensure they become traditions each new generation can pay forward.
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Estate & Giving
Giving is a family affair
How to inspire charitable values for generations to come.
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Estate & Giving
In the name of conservation
How you can join accredited zoos and aquariums in global conservation efforts.
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Estate & Giving
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Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Watch Video
Retirement & Longevity
7 ways to boost your savings
Discover smart options to grow your savings.
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Retirement & Longevity
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