Coordinated strategies for complex financial lives
Certain needs extend beyond traditional planning and investment management. We provide access to a broader set of capabilities – coordinated thoughtfully within your overall financial strategy.
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Access to capital can support a range of financial priorities, from managing short-term liquidity to pursuing longer-term opportunities. In partnership with Raymond James Bank, we help evaluate lending and cash management options designed to complement your investment strategy and broader financial plan.
*Banking and Lending solutions are offered through Raymond James Bank, member FDIC, an affiliate of Raymond James & Associates, Inc., Raymond James Financial Services, 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, member FDIC, for your residential mortgage needs.
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At certain stages, business owners may benefit from specialized advice around capital and strategic transactions. We provide access to investment banking resources, including mergers and acquisitions, recapitalizations, and debt and equity capital markets – helping coordinate these efforts within the context of your broader financial plan.
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Thoughtful estate and charitable planning can help ensure that wealth is preserved and directed according to your intentions. These strategies can also help support tax considerations over time and serve as an essential tool for teaching heirs about the value of money. We advise on a range of structures, including charitable trusts, donor advised funds and private foundations, coordinating these solutions within your broader estate plan. Through Raymond James Trust, N.A., we also facilitate trust administration and related services, including bill pay and cash management, delivered with fiduciary oversight and care.
Proper estate planning can help ensure that assets accumulated over your lifetime are preserved for the use you have intended.
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A special needs trust can provide long-term financial stability for a loved one with a disability. These trusts are structured to preserve eligibility for needs-based government benefits while supplementing additional needs.
The trust is established by a third party and administered by a trustee for the benefit of the individual. The trustee retains discretion over distributions, allowing funds to be used in a way that supports the beneficiary over time.
Raymond James Trust, N.A. is a subsidiary of Raymond James Financial, Inc. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Trust.
