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We serve successfulindividuals, families

and companies

Building your legacy

One rewarding aspect of having wealth is being able to share it. Working with your accountant and attorney, we can develop a plan that helps enable you to maintain your lifestyle today while building a legacy for the future.

Estate planning

Whether it’s providing income for your spouse, funding college for your children or grandchildren or leaving money to your favorite charitable causes, estate planning can help ensure that the money you have accumulated over your lifetime is preserved for the use you have intended.

Trust services

Through our affiliate, Raymond James Trust N.A., we offer a complete range of trust structures, including charitable-giving tools that may also feature tax advantages. Whether your goal is to minimize estate taxes, help ensure you have the funds you need down the road, provide for a loved one or spell out how you want your wishes to be carried out, we can help.

Raymond James Trust N.A. is a wholly owned subsidiary of Raymond James Financial, Inc.

Charitable giving

Giving can not only help the organizations you choose, but can also generate personal tax benefits and advance your wealth management plan. We can help you with strategies that include private family foundations, charitable trusts, charitable gift annuities, pooled-income funds and donor-advised funds.

College funding

Funding a child’s or grandchild’s higher education can be a personally rewarding use of your wealth. We can help you provide for this opportunity with investment vehicles such as Coverdell education savings accounts, 529 college savings accounts and specialized trust vehicles.



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