Trust Services with a personal touch
As part of our comprehensive financial planning approach, we offer our clients access to trust services – from set-up through ongoing management.
Our team is equipped with the experience alongside the high-touch support and comprehensive resources of Raymond James Trust to help you structure your trust in a way that helps preserve your and your loved ones’ wealth for generations to come.
Having a trust allows for the professional management of your financial assets, while also providing a valuable way to help ensure your financial affairs remain in good order should you ever become incapacitated or pass away.
By transferring some of the administrative burdens associated with trusts from your plate to ours, we hope to give you more time to focus on what truly matters to you.
Special needs trust services
If you wish to provide long-term security for a loved one with a disability or special needs, or the recipient of a legal settlement or jury award whose government benefits eligibility would be impacted, a special needs trust can be vitally important.
Raymond James & Associates, Inc. is affiliated with Raymond James Trust, N.A.
