Carrying your wealth well into the future Starts with a plan

The transfer of wealth is a transfer of energy. A transfer of the work that went into building the assets. And the intentions for how they should grow. A well-laid plan can help preserve that momentum.

Intergenerational wealth transfer planning gives you the opportunity to harness the pace you’ve already set for your wealth and direct it into the future – more specifically, into the future you envision for it.

Keep your wealth going.

Plan to build your wealth’s momentum from one generation to the next (and the next). We can help you make the first move.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of capital.

Based on a survey of 1,000 individuals with $500,000 or more in investable assets conducted in November 2022 by Raymond James.