Elevated Services for Substantial Wealth

We are well-versed in serving high-net-worth families and individuals whose needs and aspirations demand a higher degree of acumen and service. We offer wealth management tailored to the affluent – a complete coordination of all essential financial matters and investments, delivered with attentive, personal service.

We will serve as your personal manager and point person for all of your financial affairs, partnering with other professionals in key areas such as asset management, trust services, business planning, investment banking, risk management, charitable giving and corporate executive services.

We understand the tax ramifications that come with being in the top tax bracket, and the important issue of estate taxation. They require the implementation of advanced estate planning strategies that include products such as pooled income funds, charitable remainder trusts and grantor retained annuity trusts.

Our team is dedicated to delivering a full integration of financial strategies for the prudent management and preservation of wealth, personalized to the precise needs, objectives and requirements of the affluent individuals and families we serve.

Our thoughtfully tailored investment management includes access to a wealth of quality investment opportunities to fit each client’s objective, whether it is growth, capital preservation, income or philanthropy.

In addition to coordinating our efforts with your accounting and legal professionals to help ensure cohesive and coordinated wealth planning, we call on a full roster of Raymond James professionals across multiple financial disciplines.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

Raymond James Wealth Solutions Group

The Raymond James Wealth Solutions Group is an experienced team of consultants who collaborate with resources across Raymond James to find strategies for advisors and their high-net-worth clients that address complex wealth management needs.

Raymond James Trust

Raymond James Trust provides trust investment advice and administration designed to preserve and enhance client wealth, meet client estate planning needs for professional fiduciary services and control fiduciary liability.

Raymond James Charitable

Raymond James Charitable can help make your philanthropic vision a reality, creating a charitable giving plan that helps the organizations you’re passionate about, while also furthering your overall wealth management.

Giving cannot only help the organizations you choose, but can also generate personal tax benefits and advance your wealth management plan. We can help you with solutions that include private family foundations, charitable trusts, charitable gift annuities, pooled-income funds and donor-advised funds.

Raymond James Private Institutional Client (PIC) Solutions

The Raymond James Private Institutional Client (PIC) Solutions team serves the sophisticated needs of ultra-high-net worth clients, family offices, endowments and other mid-market institutional accounts with at least $50 million in total assets.

The PIC Solutions team is dedicated to delivering bespoke investment ideas and strategies tailored to your needs, and can negotiate transactions across a wide variety of asset classes. This includes access to deals not available on typical wealth management platforms. These opportunities are presented exclusively to you and our other PIC clients, sourced across a global network of private company executives, investment bankers and fund managers.

The PIC Solutions team can also introduce you to multiple sources of borrowing capacity to finance both liquid and illiquid asset classes through a variety of structures.