Many of our clients have successful careers with large corporations. Their financial priorities include investing their wealth wisely, preserving their assets, providing for their family, mitigating taxes, preparing for retirement, and having a steady stream of income to support their lifestyle.
They must address a number of complex financial matters, particularly issues surrounding company benefits. In addition to salary, their compensation may include bonuses, stock options, restricted stock awards, and equity incentives, executive compensation packages, employer contributions to retirement plans, deferred compensation, signing bonuses and retirement payouts.
Furthermore, family wealth may be concentrated in a single stock, accumulated during a successful career. Although mitigating the risk of a concentrated equity position can be complicated, we can provide a variety of strategies that can hedge, monetize, diversify or transfer the position while managing the tax implications.
However, because of the time-consuming demands of their jobs, and the complex nature of their personal financial circumstances, many feel the wealth planning process is challenging.
At Aventura Family Office, our team serves as your trusted partners for managing and preserving your wealth, and building your legacy. We will provide a comprehensive financial plan for your life and all it encompasses – helping to mitigate your tax burden, while also addressing key issues such as estate planning, generational wealth transfer and charitable giving.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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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.
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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.