Conservative financial guidance for affluent families

Our team takes a disciplined, detailed and collaborative approach to help affluent families address the many financial matters they face when balancing today’s needs with the goals of tomorrow. In serving families with wealth that spans many past generations, we’re honored to meet their need for conservative, professional management to help ensure a continued financial legacy for the generations yet to come. From funding college educations to plans for preserving your family’s financial resources – or whatever issues are exclusive to your family – we’ll be here for you as your family builds, grows and evolves over the years ahead.

One issue we find many times is family wealth that is concentrated in a single stock received through inheritance or a successful business career. We have strategies designed to hedge, monetize, diversify or transfer assets, while mitigating tax implications.

Another risk to wealth we seek to mitigate is the erosion of investment gains due to taxes. Our knowledge of tax-advantaged investments and the tax impact of specific transactions can help you keep more of what you’ve earned. And if your family is ready to transition out of family business ownership, we can help with an exit strategy and a management plan for the proceeds after the sale.

Many times the heads of families are interested in leaving a legacy. This may include children, grandchildren and community organizations they support. We have strategies designed to not only provide for those you care about, but also potentially generate personal tax benefits and further your overall wealth management plans.

We’re here to serve as your family’s financial advisors for life, handling all matters related to managing and preserving your wealth, and building your legacy – so you are free to focus on enjoying your life and the people important to it.

  • Creating a plan that is uniquely yours
    We dig deep into the details to make sure it is exclusive to you.
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  • Matching the drive of those we serve
    We serve families and institutions that require complex solutions. We deliver.
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  • The skills and capabilitiesyou deserve
    Our team’s level of expertise and experience aligns with the needs of affluent investors.
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To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity.
Douglas Adams
boston capital wealth management of raymond james
225 Franklin Street
Boston, MA 02110
TF: 888.792.8408
F: 855.573.5250
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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 our office for information and availability.

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