Families
For families with multiple generations involved, handling money brings its own unique set of challenges. You're trying to line up different financial goals, figure out fair contributions from everyone, and deal with the often-tricky process of passing on wealth.
Family money matters
We understand these complicated dynamics and create personalized plans to help you find lasting financial harmony and a secure future together.
We partner with you and your family to help ensure your wealth management strategies effectively serve every family member, creating and executing tailored plans to meet diverse needs across generations.
Working with our network of experienced estate planning attorneys and other professionals, we help you execute a cohesive plan to protect and preserve your family's wealth for current and future generations.
We proactively manage your family's daily finances, determining ideal spending levels, optimizing liquidity, and minimizing administrative burdens and taxes to help ensure seamless wealth management.
We integrate year-round tax planning into your wealth management strategy, continually optimizing your finances and minimizing the impact of income, transfer, and estate taxes across generations.
We help your family secure comprehensive, cost-effective coverage that manages wealth-related risks, ensuring your financial protection is both robust and efficient.
We offer a comprehensive asset management strategy, combining customized portfolio design with detailed reporting to give your family a clear, unified view of your complex wealth. Our focus is always on delivering competitive, tax-efficient, risk-adjusted returns.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
