Helping high-powered titans of business

The high-achieving clients we serve raise the bar and set new standards of excellence. They are captains of industry and cast in lead roles. As power players who have many irons in the fire and a significant amount of money in motion, they demand uncommonly savvy wealth counsel to help them navigate not just what they have but uncover and explore new ventures.

Naturally, when they look for financial guidance to help manage their considerable success, they seek out a comparable quality level of wealth management.

At The Seiler Group, you will find creative thinkers and problem-solvers who know how to think outside the box to identify and define intelligent strategies for capitalizing on new opportunities whenever they are presented.

We are dedicated to delivering bespoke investment ideas and solutions tailored to your needs, sourced across a global network of private company executives, investment bankers and fund managers.

We have unmitigated access to extensive resources and capabilities to generate sophisticated and distinctive investment solutions designed to satisfy your most complex capital market and lending needs, and provide you with private market investment opportunities via institutional access and a variety of lending platforms.

The rewards of providing uncommon vision and leadership in business can be significant but with them often come challenges and risks, such as ownership of highly concentrated stock positions. Working closely with you, we will review your total corporate financial plan, including stock options, buyout packages, supplemental executive retirement plans (SERP) and golden parachutes. From a more personal perspective, we can help you with essential financial matters such as estate planning, tax mitigation strategies and philanthropic strategies.

We work closely in conjunction with the knowledgeable professionals at Raymond James Investment Banking and Private Wealth Services to provide a full roster of strategic-planning experience and resources, while the Raymond James Investment Banking team gives great focus to the middle-market mergers and acquisitions space.

If you own your own business, we can develop strategies designed to help your business grow and have access to working capital. With our established business network, we can introduce you to important contacts, from investors to industry professionals, who can help you further pursue your ambitions.

We are well-versed in helping high-net-worth business owners secure the capital they need to build their company, raise capital, explore expansion opportunities and, when the time comes, execute an exit strategy for selling their business and efficiently convert the proceeds into personal wealth.

Count on us to serve as your trusted partner throughout your business career and beyond to help manage your investments while addressing key issues such as generational wealth transfer.

$20 million
Median CEO compensation in 2021
Source: CNBC, 2022
Embolden every opportunity
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Please note that changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as Raymond James financial advisors, we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

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*Barron’s Top 1,200 Financial Advisors; 2022. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 6,186 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.

**Financial Times 400 Top Financial Advisers, 2020. The Financial Times (FT) 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the FT (April 2020). To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2020, roughly 1,040 applications were received and 400 were selected to the final list (38.5%). The 400 qualified advisors were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications and online accessibility. AUM is the top factor, accounting for roughly 60% to 70% of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating. The FT, Ignite Research and Money-Media, Inc., are not affiliated with Raymond James.