Intergenerational wealth management requires a sophisticated and disciplined approach to help achieve your goals and aspirations in any market environment. We apply this principle in assisting wealthy individuals, families and foundations with the management of substantial and complex portfolios. In the pursuit of securing your financial future, we coordinate and simplify challenging issues, including oversight and reporting requirements, investment due diligence and risk assessment, providing select families with a comprehensive range of custom services.

We act as your dedicated financial concierge, managing financial affairs across multiple platforms and professionals, designing carefully calibrated investment strategies and connecting you with opportunities and specialists, all while providing the utmost confidentiality and privacy.

Aside from assisting in managing and preserving wealth, we also strive to promote family unity. Our professionals achieve this through financial education offerings, family governance structures and a transparent communication style.

With the constant support of our experienced advisors, you gain the confidence that comes with a holistic approach to your family’s financial affairs. One that aligns with your values and your mission.

Services Include

  • Family Governance
  • Legacy Planning  
  • Wealth Transfer
  • Trust Services  
  • Wealth & Investment Management
  • Banking & Lending Solutions
  • Insurance & Annuities 
  • Risk Management
We offer sophisticated expertise in planning for today and future generations.
Banking and lending solutions provided by Raymond James Bank, N.A. Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. are affiliated with Raymond James Bank, N.A., a federally chartered national bank