Inheritance and Wealth Transfer Management

You have dreams for your future as well as the future of generations behind you. Part of your financial plans can include providing future generations with the capital and strategies to guide them into a prosperous future.

With the wealth management resources of Raymond James at our disposal and the experience and knowledge to properly apply them, we can also assist you with carefully planned disbursements to family members at any time. We can help ensure that your family governance structure is in alignment with your goals for the generations that will one day travel this same road. You’ll also have the exclusive benefit of access to the investment bankers and capital market professionals at Raymond James.

Inheritance and Planning the Future

The team at The Avenue can create a solid plan for leaving wealth behind for family and individuals, avoiding any pitfalls and expensive mistakes. We can partner with your family’s CPA and attorneys for a cohesive disbursement plan.

Wealth Transfers to Family or Individuals

With constantly changing parameters, know that our team is knowledgeable and well versed in navigating wealth transfers to family members or individuals.

Inheritance Tax and Minimizing Liability

We will utilize the tools at our disposal with Raymond James to mitigate tax and liability, and preserve the availability of the funds you wish to leave to family and individuals.

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