Safeguarding Wealth is an important priority
Risk management takes on added importance after achieving a certain level of wealth. We work with clients to support their lifestyle, provide for their family, generate income with minimal tax consequences and safeguard wealth from unexpected events.
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Family wealth can be concentrated in a single stock, either inherited or earned during a successful business career. In this situation, there are many options available beyond simply selling the stock. We provide strategies that can hedge, monetize, diversify or transfer the position while mitigating the tax implications.
Diversification does not guarantee a profit nor protect against loss. Raymond James and your Raymond James financial advisor do not provide tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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Because insurance protects from the unexpected, it plays a crucial role in a comprehensive financial plan. Through Raymond James, we provide quality insurance alternatives, including life insurance, long-term care insurance and annuities. They can offer a layer of safety for family or business in specific situations.
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We take a tax-sensitive approach to financial planning and work with accountants and tax attorneys to help mitigate taxes. By developing and implementing strategies to lessen or shift tax liabilities, we can improve prospects for meeting financial objectives. In addition to impacting life today, prudent planning plays a large role in the wealth that clients will be able to transfer to heirs.
Raymond James and your Raymond James financial advisor do not provide tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
