Unlock the Power of Our Professional Network
Tapping into the rich network of professionals we associate with has many benefits. Having worked with a wide variety of families with a wide variety of needs, our networks often include everything from accountants and attorneys to high-end tailors and travel agents.
The importance of this can’t be overstated. Leveraging our network can help with:
Coordination: Collaborating with other professionals helps to ensure that every aspect of your financial plan is aligned. We work together to consider all aspects of your life, providing solutions that encompass not just your financial goals but also your lifestyle, family needs, and long-term aspirations.
Reliability: We build our networks based on trust and proven expertise. When we refer you to someone in our network, it speaks positively of their credibility and reliability. This reduces the risk you face by finding and evaluating professionals on your own.
Forward Thinking: Engaging with our network equips you with strategies to stay ahead. For instance, a cyber security consultant could advise you on upcoming digital security trends, safeguarding your assets and personal information against emerging online threats. It’s unlikely that most of us would engage this type of professional on our own.
So, what professionals should you leverage? Here’s a short list to get you started:
- Estate Planning Attorney: Expertise in wills, trusts, and estate management.
- Tax Attorney: Specialized in advanced tax planning strategies.
- Private Banker: Offering personalized banking services.
- High-End Real Estate Agent: Expertise in luxury properties.
- Art Consultant: For art acquisition and management.
- Personal Insurance Advisor: Specializing in comprehensive insurance strategies.
- Philanthropy Consultant: Guidance on charitable giving and foundation management.
- Family Office Services Provider: For those considering or operating a family office.
- Boutique Travel Advisor: Specializing in unique, high-quality travel experiences.
- Business Succession Planner: Assisting with the transition of family businesses.
- Concierge Health Care: Offering personalized health care services.
- Private Education Consultant: Assisting with school admissions and planning.
- Interior Designer: Expertise in home design and renovation projects.
- Bespoke Tailor and Stylist: Providing custom clothing and styling advice.
- Wine Consultant: For those interested in starting or managing a wine collection.
- Personal Chef Services: Specialized in personalized meal planning and preparation.
- Elder Care Specialist: Advising on quality care for aging family members.
- Cyber Security Consultant: Providing strategies to protect personal and financial data.
- Investment Real Estate Broker: Specializing in income-generating properties.
- Personal Trainer: Offering customized fitness and wellness programs.
Our professional network can be a resource that adds significant value to your financial planning. Beyond investment advice, this network can provide comprehensive solutions to a wide range of challenges and needs. Leveraging these connections can lead to more cohesive, efficient, and effective management of your financial life.
The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of the author and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. This information was developed by Oechsli, and independent third party, for financial advisor use. Raymond James is not affiliated with and does not endorse, authorize or sponsor Oechsli. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
