Skip to content
Make an appointment
11
april
Menu
Home
About Us
About Us
Kevin Cooper
Flora Farruggio
Sarah J. Clark
What Makes Us Different
About Raymond James
Our Clients
Our Clients
Family Offices
Families and Individuals
Business Owners
Corporate Executives
Retirees
Our Difference
Our Difference
Our Process
Banking & Lending Solutions
Education Planning
Estate, Charitable Giving & Trust
Financial Planning
Fixed Income Services
Investment Strategies
Longevity Planning
Monetization Services
Portfolio Management
Retirement Planning
Risk Management
Resources
Resources
Client Access Videos
WorthWhile
Contact Us
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
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
Map and Directions
Map and Directions
Reset All Filters
Filter
Business Ownership
Technology & Innovation
Topic
Business Owners
Technology
Media
Article
Infographic
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Read
Family & Lifestyle
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Read
Estate & Giving
Launching a financial future
Share these fundamental concepts with young emerging investors.
Read
Markets & Investing
Be prepared for emergencies
Having important information and contacts at the ready can help you be prepared in an emergency. Use this list to catalog your most important contacts and account numbers and keep them in a safe place for easy reference when the time comes.
Read
Family & Lifestyle
Spring clean your finances
Streamline planning for the future by getting organized.
Read
Family & Lifestyle
Travel securely: Keep your information protected on the go
Learn about a few simple things you can do to protect your personal information while you travel.
Read
Technology & Innovation
What to do after the loss of a loved one
Losing a loved one can be overwhelming and emotionally draining. And i...
Read
Family & Lifestyle
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed to he...
Read
Estate & Giving
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your values a...
Read
Estate & Giving
Investing: getting started
Investing is an exciting prospect. It’s the opportunity to grow your h...
Read
Markets & Investing
Building an emergency fund
A financial setback can be devastating. But building an emergency fund...
Read
Retirement & Longevity
Load more
Load more