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Managing wealth

for generations

We work with many families, some with four generations altogether, to help mitigate taxes and help preserve and manage wealth. We simplify complex needs that can include managing significant wealth events, such as selling a family business or handling a large inheritance, and strategies that range from charitable giving to concentrated equity positions.

Some clients need deeper problem-solving capabilities. We collaborate with professionals to help with everything from modeling business sales to custom estate and tax planning. Advanced planning issues can include wealth enhancement with tax mitigation strategies and cash-flow planning; wealth transfer considerations including transferring wealth effectively; wealth preservation including risk mitigation, legal structures and transferring risk to an insurance company; and charitable giving considerations for maximizing your charitable impact.

We can help with immediate needs that come with significant wealth events, with large concentrations in a single security, and with building your legacy over time through trust, estate and education planning, and charitable giving design. We focus on protecting your wealth through tax-efficient investing and risk-managed portfolios, concentrated equity strategies and insurance strategies. We find it’s also important to offer family wealth education to help raise financially responsible children.

Past performance may not be indicative of future results. Investing involves risk including the possible loss of principal. There is no assurance any investment strategy will be successful. The strategies mentioned may not be appropriate for all investors.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

“There is no respect for others without humility in one’s self.”

Frédéric Amiel