Multigenerational planning for your family

Successfully passing on wealth can be complex, both emotionally and practically, but the effort is worthwhile for your own satisfaction and the financial well-being of those you leave behind.

The efficient transfer of family wealth is more than just an estate planning obligation. It’s an opportunity to share not only your wealth but also the values that have helped your family build wealth and help them sustain it through the years to come. It’s an opportunity for nurturing future-focused conversations with your loved ones about business succession, charitable giving and diligent financial stewardship.

We can provide all the support, tools and information you need to rise to the unique demands of wealth – for the good of your family and the causes you value. From trusts to living wills and tax management strategies, we can help you take a comprehensive approach to multigenerational planning.

Let’s work together, along with your tax and legal professionals, to find answers to important questions, have an open dialogue and provide the gift of opportunity to those who matter most.

Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.

“We have a collective sense of caring for our clients and the outcomes we help create.”
Nicole Powers; Registered Client Service Associate