We’re experienced in helping families find balance between the many financial matters they face today and the needs and goals of tomorrow. Whatever the need, we’ll be here for you as your family builds, grows and evolves into future generations.

Often times, family wealth is concentrated in a single stock received through inheritance or a successful business 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 help you keep more of what you’ve earned.

As the head of your family, you are also interested in providing a lasting legacy. We have strategies designed to not only help provide for those you care about, but also potentially generate personal tax benefits and further your overall wealth management plans.

Our mission is to serve as your family’s financial advisors for life, handling all matters related to managing and preserving your wealth, and building your legacy – so you are free to focus on enjoying your life and the people important to it.

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

As our client, you’ll never have to worry about fitting

into a mold because we custom fit our service to you.