Exclusive resources for clients with significant assets and complex needs


We have access to a team of specialists dedicated to supporting us in serving clients with complex needs and significant assets. This team of experienced individuals provides insight and coordination into the vast resources of Raymond James. Topics they might assist with include:

  • Significant wealth events (sale of a family business, retirement with significant assets, handling a large inheritance, etc.)
  • Complex legacy planning and charitable giving design
  • Large concentrations in a single security
  • Portfolios with sophisticated investment strategies
  • Large cash portfolios
  • Tax minimization strategies
  • Asset preservation strategies
  • Exit strategies for business owners
  • Use of trusts for estate planning

There is no assurance any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss.