MANAGING WEALTH WISELY FOR AFFLUENT FAMILIES
We build long-standing relationships with the multigenerational families we serve. Our mission is to serve as their family office, managing and preserving their wealth, and generally addressing the complex and multifaceted needs that affluent families face today.
Another important focus is serving the adult children of our clients. They want to make their own decisions regarding their financial future – and with our experience and familiarity with their families, we are very capable of helping them.
The families we serve are often highly interested in leaving a legacy for their children, grandchildren and favorite charitable organizations. We have strategies designed to not only provide for those they care about, but also potentially generate personal tax benefits and further their overall wealth management plans.
Our knowledge of tax-advantaged investments and the tax impact of specific transactions can potentially help you keep more of what you’ve earned. Whatever the need, we’ll be here to serve you in a trustful, thoughtful and considerate manner as your family builds, grows and evolves.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Aventura Family Office is not a registered broker/dealer and is independent of Raymond James Financial Services.