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.
From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources. Our access to technology, research and specialized knowledge allows us to nimbly adapt to your needs and objectives.
You've spent a lifetime building a legacy. Let our prudent approach help you make the most of it.
- We work with the entire family to create a goal’s based financial plan that each member understands and implements. Greater communication between generations creates a more efficient and longer lasting wealth transfer. Plan creation is an excellent financial education opportunity for children and grandchildren.
- Family Governance, Philanthropic & Legacy Planning
- Tax Managed Investing, including municipal bonds*, loss harvesting and portfolio tax-transition analysis
- 1031 Exchange Solutions – If you are considering the sale of investment real estate, it is important to explore 1031 exchange solutions. A 1031 exchange allows you to defer capital gains, depreciation recapture and investment taxes as long as the proceeds go into other investment real estate of equal or greater value
- RMD Max – For older investors who don’t need to spend their Required Minimum Distributions (RMD); whole life insurance has the ability to turn a pre-tax asset into a larger post-tax death benefit
- Healthcare Cost Analysis & Long Term Care Insurance solutions
- Complimentary Life Insurance Review
- Premium Financed Life Insurance
- Risk Management
- Banking & Lending Solutions*
- Cash Management
Neither Raymond James Financial Services nor any Raymond James Financial Advisor render advice on tax issues, these matters should be discussed with the appropriate professional.
*Lending Services provided by Raymond James Bank N.A. a fully chartered national bank affiliated with Raymond James Financial Services.
* Investments in municipal securities may not be appropriate for all investors, particularly those who do not stand to benefit from the tax status of the investment. Municipal bond interest is not subject to federal income tax but may be subject to AMT, state or local taxes.
Managing, growing and preserving wealth for generations is our highest objective.
Related Resources
Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.
