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

To meet your needs, we offer a vast array of trust solutions. We work closely with Raymond James Trust, N.A, which can serve a number of roles including trustee, co-trustee, custodian, personal representative, or agent to a trustee on several types of personal trusts.

As a trustee, Raymond James Trust, N.A., offers the professional management of skilled professionals, impartiality in making investment decisions and dealing with beneficiaries, and state-of-the-art technology that helps serve clients better and faster. Raymond James Trust, N.A., is also committed to working with attorneys to facilitate a seamless process on behalf of grantors.

Raymond James & Associates, Inc., is affiliated with Raymond James Trust, N.A. Raymond James does not offer tax or legal services. You should discuss these matters with the appropriate professional.

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 goals.

We understand the importance of managing both sides of your balance sheet and need for liquidity without disrupting your future investment goals. Through Raymond James and Raymond James Bank, we can offer a diverse menu of lending and cash management solutions and capabilities to address both your short-term and long-term needs.

The full array of lending and cash solutions include home mortgages, a securities-based lines of credit (SBLCs), commercial real estate loans, cash management solutions and more. We can collaborate with Raymond James Bank on your behalf to help determine the right solution for your unique situation.

Charitable giving can bring personal satisfaction, enabling you to support the causes and organizations that matter most to you. It can result in significant tax advantages as well – including mitigating income taxes, capital gains taxes and estate taxes. We design strategies to give you the confidence and clarity to benefit your family and the institutions and organizations you care about most.

Banking and lending solutions provided by Raymond James Bank. Raymond James & Associates, Inc., is affiliated with Raymond James Bank, member FDIC.

The estates of ultra-high-net-worth individuals and families – those with assets of $30 million or more – can be inherently complex, so having a well-designed estate plan is crucial to help ensure a seamless transfer of wealth, mitigate taxes and avoid potential legal battles. To this end, we can employ a number of effective strategies specific to the preservation of wealth.

The high-level solutions we provide are guided by our experience and also encompass the specialized knowledge of Raymond James professionals in financial disciplines such as wealth preservation, tax efficient wealth transfer, trust services and charitable giving strategies.

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