Families and individuals find boutique service and capabilities

We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our concierge-level of service reflects the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life.

How we work with Families & Individuals

We serve as your personal manager for all your financial affairs, partnering with all your other strategic advisors.

families graphic

From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources. Our access to technology, research and specialized knowledge allows us to nimbly adapt to the needs and objectives of you and your entire family.

You’ve spent a lifetime building a legacy. Let our prudent approach help you make the most of it.

Our services include:

  • Wealth and investment management
  • Private banking and lending solutions
  • Cash management
  • Estate and charitable planning 
  • Wealth transfer and legacy planning
  • Succession planning
  • Tax strategies
  • Trust services
  • Risk management 
  • Insurance and annuities 

Private Banking and Lending Solutions offered by Raymond James Bank, an affiliate of Raymond James & Associates, Inc. Raymond James & Associates, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs. Insurance and Annuities offered through Raymond James Insurance Group. Trust services provided by Raymond James Trust. Raymond James & Associates is affiliated with Raymond James Insurance Group and Raymond James Trust. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.