Private Wealth Videos
Our Advisory Process
We believe that even the most knowledgeable financial advisor is only as good as how well they know you. At LJW Wealth Management of Raymond James, we use all we learn about you to create custom wealth management solutions that fit your life and plots a path to your goals. We specialize in working with private wealth individuals and families, with our extensive experience, knowledge, and insight - offering sophisticated, white-glove services to fit your unique financial needs.
The Importance of Family Meetings
Few conversations can feel as formidable and emotionally charged as discussing the transition of family wealth, but a productive succession conversation is an essential step toward a seamless evolution of a family inheritance or business. That's where we can help. We structure family meetings and guide you through these challenging conversations, helping families gain clarity about their future financial stability, lifestyle, and well-being.
Private Wealth Presentations
LJW Wealth Management Capabilities Presentation
Learn more about LJW Wealth Management and how we provide advice, planning, solutions, and support to high-net-worth and ultra-high-net-worth clients. We offer a holistic approach, coordinating integrated support and expertise to help qualified clients and stewards of family wealth pursue their most visionary, far-reaching and entrepreneurial goals. Learn about our team members, services, investment approach, Raymond James home office resources and more.
Private Wealth Articles & Checklists
Raymond James Private Wealth Solutions One-Pager
Learn more about services and offerings at the Raymond James home office to manage opportunities of significant wealth. We work closely with our team of specialists to provide investment management solutions, intergenerational wealth strategies, risk mitigation and management, lending and cash management, and estate and charitable planning.
Changing Domicile: A Guide to Relocating from New York to Florida
This article outlines the process and considerations for legally changing one's domicile, particularly from New York to Florida. It emphasizes the importance of intent and actual residence in the new location and highlights five key factors New York audits to determine domicile changes. The article also provides practical steps to establish domicile in Florida, such as filing a Declaration of Domicile and applying for the Homestead Exemption.