Multigenerational Guidance for affluent families
High-net-worth families have complex dynamics that must be considered and well navigated. Developing close relationships with the families we serve, and becoming involved and invested in the lives of each family member, enables us to not only see the big picture, but to also understand the many details that define each situation.
We are highly experienced in addressing important financial matters affluent families encounter, whether it’s managing and preserving wealth or mitigating taxes and liability, funding college educations or valuing a company for purchase or sale. Working with each family and their other trusted advisors, we coordinate the advice that is important for today’s affluent families to flourish and grow.
We also offer affluent families strategies designed to help establish a legacy and ensure the continuity of wealth. The multigenerational planning we offer means that once our clients’ children and grandchildren graduate college, we’ll be there to offer guidance when they secure their first job, enroll in their first 401(k) plan, and buy their first home – and all that they envision for their future.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.