THOUGHTFUL GUIDANCE for each dimension of wealth

Featured VideoThe Global Wealth Solutions Group provides modern family office services to successful families, having developed a robust network of resources and specialists for an array of financial and investment concerns. Our open-architecture approach to financial planning and investing allows for continuous modernization and innovation in this space, extending to tax planning, cash flow maximization, legacy planning and philanthropy. We coordinate and help simplify challenging issues, including oversight and reporting requirements, investment due diligence and risk assessment.

The family office experience

Our experienced team strives to not only respond to issues promptly, but to anticipate potential challenges and have strategies at the ready. Aside from assisting in managing and preserving wealth, we also strive to promote family unity. Our professionals pursue this through financial education offerings, family governance structures and a transparent communication style. Presenting ideas in a clear and straightforward manner, our team will help prepare the family for the milestones of life.

Trust services

Through Raymond James Trust, N.A., we offer a full array of trust structures, including charitable-giving tools that may also feature tax advantages. These include the Raymond James Charitable Endowment Fund, donor advised funds, pooled income funds, charitable remainder trusts and charitable remainder annuity trusts. Raymond James Trust, N.A., can serve in several roles, including trustee, co-trustee, custodian, personal representative, or agent to a trustee on several types of personal trusts.

Family foundations and donor advised funds

Through our partnership with a foundation consulting firm, our clients can access the support necessary to run a foundation efficiently and compliantly. From creating a foundation to managing an existing one, we have the resources to guide you.

Similar to a private foundation, the donor advised fund option available through Raymond James Charitable provides an immediate full tax benefit and lets you donate to your favorite charities, but with less expense and setup. Our team can guide you in choosing the most appropriate charitable strategy for your situation.

Raymond James Trust, N.A., is a subsidiary of Raymond James Financial, Inc. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc., are affiliated with Raymond James Trust. Raymond James Charitable is a public charity. Raymond James Trust, N.A., an affiliate of Raymond James & Associates, Inc., serves as the service provider for Raymond James Charitable.


Guiding a family toward the future

A matriarch with a company that had three generations of family ownership was seeking a change. She wanted guidance on selling the business and managing the capital using a multifamily office approach. Originally started by the matriarch’s father, the company was currently run by her and her two sons. After getting to know this family and their goals, we would consult with specialists on everything from business valuation to legacy and tax planning to design a plan for the sale of the company. This complex work would only be the beginning, however, as we help these clients develop their vision for the future. That includes determining how much to distribute to her sons that would provide opportunities but not take away the pleasure of achievement, and how they might transfer the family’s values along with that wealth.

The hypothetical example above is for illustrative purposes and is not representative of any actual experience. Individual results will vary.

Our family office services include:

  • Family governance
  • Legacy planning
  • Cash flow modeling
  • Philanthropic planning
  • Property and casualty insurance review
  • Wealth transfer
  • Trust services
  • Wealth and investment management
  • Banking and lending solutions1
  • Insurance and annuities2
  • Risk management
  • Securities-based lending3

1Lending solutions offered by Raymond James Bank, an affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James financial advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.

2Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc., are affiliated with Raymond James Insurance Group.

3A securities-based line of credit may not be suitable for all clients. Borrowing on securities-based lending products and using securities as collateral may involve a high degree of risk. Market conditions can magnify any potential for loss. If the market turns against the client, he or she may be required to deposit additional securities and/or cash in the account(s) or pay down the loan. The securities in the pledged account(s) may be sold to meet the collateral call, and the firm can sell the client’s securities without contacting them. The interest rates charged are determined by the market value of pledged assets and the net value of the client’s Capital Access account.