Helping executives manage their financial success
As a busy professional with a practice, you have needs similar to business owners, but with particular emphasis on risk management. You may also have a small group of employees, so your retirement plan options for the business are more limited. Your unique requirements can include protecting assets from liability risk, tax planning, managing education debt, independent contractor issues and, finally, achieving financial independence. By collaborating with your other qualified advisors, we can help create family limited partnerships or asset-protection trusts, secure umbrella insurance coverage and more.
Services Include
- Executive Transactions
- Employee Stock Ownership Plans (ESOPs)
- Cashless Stock Option Exercises
- Rule 144 Executions
- 10b5-1 Sales Plans
- Hedging and Monetization for Concentrated Equity Positions
- Banking & Lending Solutions1
- Insurance & Annuities2
- Tax Planning
- Estate Planning
- Charitable Giving
- Risk Management
1Lending solutions offered by Raymond James Bank, an affiliate of Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.
2Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
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.
“We never forget that our future is securely intertwined with the future financial success of our clients. As a result, we've built relationships that span generations.”
