INSIGHTFUL GUIDANCE for multigenerational families

We help families address the many financial matters they face, balancing today’s needs with the goals of tomorrow. There are college educations to be funded and insurance plans to be made to protect their family. There are retirements to plan for and legacies to build. Whatever your need, we’ll be here for you as your family builds, grows and evolves.

Often times, family wealth is concentrated in a single stock received through inheritance or a successful career. We have strategies designed to help hedge, monetize, diversify or transfer assets, while mitigating tax implications. Another risk to wealth is the erosion of investment gains due to taxes. Our knowledge of tax-advantaged investments and the tax impact of specific transactions can potentially help you keep more of what you’ve earned. We have estate planning strategies designed to not only provide for those you care about, but also potentially generate personal tax benefits and further their overall wealth management plans.

Our mission is to serve as your family’s advisors for life, handling all matters related to managing and preserving your wealth, and leaving a legacy for your children, grandchildren and favorite charitable organizations – so you are free to focus on enjoying your life.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.