Sound guidance for Affluent Families

We help affluent families address the many important financial matters they encounter, coordinating the needs of today with the goals of tomorrow. From college educations that need to be funded to insurance plans to protect the family, we’ll serve as your trusted financial partners as your family grows and evolves.

Often, we find that family wealth is concentrated in a single stock received through inheritance or a successful career, which can present a risk. We have strategies designed to 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.

The heads of families are also highly interested in leaving a legacy for their children, grandchildren and community organizations they support. We have 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 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.

Investing involves risk and you may incur a profit or loss regardless of strategy selected. Diversification does not guarantee a profit nor protect against loss. Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.