Institutional Solutions for Family Offices and Ultra-High-Net-Worth Investors
When working with the public company market, Executive Consulting of Raymond James often meets institutional investors that orbit these same companies. Institutional investors are defined as individuals or entities with at least $50 million in investable assets. These investors are often family offices, private equity firms, individuals who have sold a family business or other successful entrepreneurs.
Executive Consulting of Raymond James leverages the full breadth of the firm to provide unique, interesting solutions to the institutional marketplace. These solutions typically fall into two categories: investment opportunities and lending strategies.
