Legacies transcending life spans

The traditions, values and mores of families, propagated over time and preserved for generations, allow for the continuous renewal and revival of life as we know it to be. As such, there is enormous responsibility in transforming heirs into caretakers of these values and stewards of family wealth.

By serving as your trusted advisors, our mission is to help you not only pass the torch to the next generation of your family, but to provide all the essential financial services suited to the exceptional life you lead.

Essential financial services for your life, business or organization

We offer a wide range of services to cover every aspect of your financial needs during each stage of your personal life and professional career. You can count on us for every event and eventuality you may encounter.

For families and individuals, we offer:

  • Financial planning
  • Succession planning
  • Retirement planning
  • Estate planning assistance
  • Portfolio management
  • Portfolio analysis
  • Education planning
  • Diversification
  • Strategies for concentrated stock positions
  • Lines of credit*
  • Private banking capabilities*
  • Lending solutions*
  • Insurance planning
  • Long-term care insurance

*Provided by our affiliate Raymond James Bank, NA.

For businesses and organizations, we can assist you with:

  • Deferred compensation plans
  • 401(k) plans
  • 403(b) plans
  • Defined benefit plans
  • Pension plans
  • Non-qualified plans
  • Employee stock-option plans
  • Employee stock-purchase plans
  • Equipment financing
  • Business cash management services
  • Liability management




“It seems essential, in relationships and all tasks, that we concentrate only on what is most significant and important.”