Addressing the specialized needs of high net worth

While wealth can vastly simplify your life in some ways, in others it can multiply complexity. Families and individuals who have accumulated liquid net assets of $5 million or more can have unique and complex financial situations that require custom solutions.

We apply decades of financial experience to help fully address the complexities of your wealth. Our team is dedicated to going above and beyond for you and your family.

We offer wealth planning tailored to high-net-worth clients – a cohesive coordination of all essential financial affairs, including specialized investment strategies, in-depth estate planning, efficient wealth transfer and charitable giving strategies.

As you make careful plans for how your wealth will pass to your heirs, it is important for everyone involved to clearly understand your wishes, as well as the process by which they will be carried out. We can help you make sure everyone knows where to turn.

It’s all delivered with our personal brand of attentive, responsive client service – because it’s what your life deserves and demands.

Our comprehensive services include:

  • Wealth management
  • Investment management
  • Estate and legacy planning
  • Lending solutions*
  • Business exit planning
  • Tax planning
  • Risk management
  • Philanthropic planning

*Lending solutions are offered through Raymond James Bank, an affiliate of Raymond James Financial Services, 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.