Helping philanthropic clients serve their communities

We believe that family not-for-profit endeavors are actual extensions of individual families and their legacies – and for many years, have advised affluent clients to look at philanthropy as part of their estate plans. Foundations and endowments face a series of challenging tasks to skillfully invest their bequests and accomplish their goals.

Through Raymond James, our advisors have access to a comprehensive wealth consultation process. It provides an unbiased, open-architecture approach to investment solutions for institutions, not-for-profit associations, foundations and other for-profit and nonprofit organizations, to help them manage their fiduciary responsibilities and mitigate risk.