The broad capabilities and custom service OUR CLIENTS DESERVE

Carrying your wealth well into the future starts with a plan.

The transfer of wealth is a transfer of energy. A transfer of the work that went into building the assets. And the intentions for how they should grow. A well-laid plan can help preserve that momentum.

Intergenerational wealth transfer planning gives you the opportunity to harness the pace you’ve already set for your wealth and direct it into the future – more specifically, into the future you envision for it.

What do we want from our wealth – and for its future?

Explore the survey

You can see endless possibilities, but how do you plan for them?

Communication
6/30/2023
People don’t like to talk about money. But starting the wealth conversation – and keep it going – is one of the most important factors in a wealth transfer’s success.
Start talking
Give intentionally
Philanthropy
6/30/2023
Starting your giving traditions today and sharing your passions with the people who will carry them forward can help ensure you make a mark that grows with time.
Taxes
6/30/2023
A tax bill has the power to change the direction of anyone’s wealth, which is why proactive planning that prioritizes tax efficiency is vital.
Plan ahead
Combine forces
Your Team
6/30/2023
Assembling a team of key professionals – a financial advisor, attorneys and tax specialists – puts you in control of your goals and in a better position to realize them.

Keep your wealth going.

Plan to build your wealth’s momentum from one generation to the next (and the next). We can help you make the first move.

Contact us

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of capital.

Based on a survey of 1,000 individuals with $500,000 or more in investable assets conducted in November 2022 by Raymond James.

Proactive WEALTH MANAGEMENT

Proactive WEALTH MANAGEMENT

We provide tailored financial service that anticipates your needs.
“go confidently in the direction of your dreams. Live the life you have imagined.”

Henry David Thoreau

 

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