Wealth management goals vary, from income production to long‐term growth to short‐term liquidity. No two investors are
alike, so your particular wealth management objectives, requirements and decisions will be different than anybody else’s. That’s why our advisors adhere to a disciplined process when designing and monitoring portfolios tailored to your needs.
Estate Planning & Charitable Giving – Leaving a Legacy
For many, one of the most rewarding aspects of significant wealth is the opportunity to share it with family, a favorite
institution or a charitable organization. Our legacies give meaning to the concepts of charity, community and philanthropy.
Legacy planning is no one‐size fits‐all process. We work with you as an individual – addressing the needs and aspirations that are unique to you.
Through our relationship with our custodian Raymond James & Associates, Inc., we can offer the trust services of Raymond James Trust, N.A., an affiliate of Raymond James Financial Services, Inc. Raymond James Trust has extensive experience with individual trusts as well as living, marital, special needs, charitable, life insurance and other specialty trusts. Under its federal charter, Raymond James Trust may serve as trustee, co‐trustee, custodian, personal representative or agent to the trustee in all 50 states. Together we can develop personalized solutions to fit your specific needs that also provide you with the objectivity and resources of a corporate trustee.
Giving to Your Favorite Charities
When it’s strategically executed, charitable giving can not only help the organizations you choose, but can also generate
personal tax benefits and advance your overall wealth management plan. We can help you accomplish these goals with
solutions that include private family foundations, charitable remainder trusts, charitable lead trusts, charitable gift annuities,
pooled income funds and donor advised funds.
Funding Your Child’s Future
Paying for a child’s or grandchild’s higher education may be a personally rewarding use of your wealth. Options include
custodial accounts for minors, section 529 college savings plans, sophisticated trust solutions and more.