A wealth legacy for those you love
For many parents, their wish is to leave a gift to their children that will ensure their financial opportunity, providing them the advantages of wealth and the wisdom to use it well. We are a multigenerational business with a multigenerational legacy – we understand the importance and gravity of these decisions.
We can help lead you through these goals with guidance on estate planning, trust creation, family financial education and charitable giving. These topics are deeply personal and often personally complicated. Our warmth and experience can help you find confidence in the process and comfort in providing for those you love.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.