Exceptional wealth deserves notable service

You’ve worked hard to accumulate this level of wealth and you deserve a partner who will manage the complexities with careful attention. We understand our clients with significant wealth have unique needs, from tax optimization strategies and generational wealth considerations to liquidity events and charitable giving strategies. As a trusted guide, we can help implement a wealth strategy worthy of your unique position. You can rely on us to manage your well-earned prosperity – now and for the future.

Discover the ways we can help Get in touch

Delivering sophisticated solutions

The astute wealth counsel we provide incorporates a wide range of layered financial strategies designed to fully address the complexities of exceptional wealth in a holistic and highly coordinated manner.

Personalized, strategic offerings including private market investments
Read More
Niches
Honor your intentions with thoughtful estate and charitable plans
Read More
Niches
Private banking and liquidity solutions for significant purchases
Read More
Niches
Strategies and support from longevity planning to family governance
Read More
Niches
Preparing for the unexpected through custom insurance solutions and more
Read More
Niches

A central partner – and strategy

Managing extraordinary assets takes a coordinated effort, and we can be that central point of contact for all your financial affairs. We will work closely with your other professional advisors to ensure that all the pieces of your financial life move in strategic harmony.

Wealth considerations

Custom guidance for business owners

You want interwoven financial support. We can help you:

  • Navigate the process of selling or transferring your business
  • Identify financing opportunities for M&A activity
  • Analyze and minimize risk to maximize security

Planning for charitable giving

You want to continue your noble pursuits. We can help you:

  • Make a tax-efficient, long-range plan for giving
  • Create a charitable giving plan that honors your legacy
  • Set up donor-advised funds and charitable remainder trusts

Preserving wealth for generations

You want to pass on your legacy. We can help you:

  • Implement smart strategies that will help make your wealth last
  • Minimize tax burdens that maximize your family’s prosperity
  • Consider transfer strategies to gift while you’re living

Related Resources

Beyond education savings, these plans can work for you - not just your kids.
Read
Family & Lifestyle
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
Read
Estate & Giving
Maintaining a balance between net worth and income will need to be adapted throughout your lifetime – learning strategies to manage the two can help.
Read
Family & Lifestyle
The language used in important documents may need to shift to reflect recent innovations and complex family dynamics.
Read
Family & Lifestyle
As the office buildings market faces headwinds, investors look to alternative sectors.
Read
Markets & Investing
Learn what makes a good franchisor and how to get started.
Read
Business Ownership
Saving well, spending well and investing well are essential to a financially sound lifestyle, but for those inclined toward philanthropy, giving well should garner similar consideration.
Read
Estate & Giving
A versatile tool that can help enhance the benefits package you offer your employees.
Read
Business Ownership
Artificial intelligence is creating new, more complex cybersecurity challenges. It may also hold the solutions.
Read
Technology & Innovation
Determining the ideal profit sharing design for your organization.
Read
Business Ownership
Overcome the limitations of interviews and strengthen your support of new hires.
Read
Business Ownership
Managing earnings tax efficiently may be as important as the compensation package itself.
Read
Tax Planning

Get the individual attention you and your wealth deserve.

Let’s have a conversation

All investments are subject to risk, including loss. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

Lending solutions offered by Raymond James Bank, an affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James financial advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.

Trust services available through Raymond James Trust, N.A., an affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc.

Are you ready? Let’s uncover the possibility of working together.

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2024 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use