Raymond James Trust Companies

Building an estate is one thing. Protecting it so that it can meet your needs and then be passed on to your heirs is quite another. Trust services can provide the support many investors require when it comes to providing for their own needs, or the needs of their loved ones, and passing their estates on to their heirs.

More about the Raymond James Trust Companies

• Introducing the Raymond James Trust Companies
• Questions About Trusts
• Estate Planning and the Life Insurance Trust
• The Living Trust
• Charitable Endowment Fund
• Private Wealth Management

News & Events

Privacy Notice

IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT
To help the government fight the funding of terrorism and money laundering activities, the USA Patriot Act requires all financial institutions to obtain, verify, and record information that identifies each person (including business entities) who opens an account.

WHAT THIS MEANS TO YOU:
When you open an account, we will ask for your name, physical address, date of birth, taxpayer identification number, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents. We will let you know if additional information is required.