Helping successful families establish a family office

Once a successful family experiences a liquidity event such as selling a business, we recommend the establishment of a family office, a standalone office that consolidates investment management, estate planning and insurance advice, leverages our knowledge and capabilities, and coordinates the cumulative wisdom of other professionals.

Family offices can provide a diverse range of services such as budgeting, insurance, charitable giving, family-owned business guidance, wealth transfer, tax mitigation, philanthropic activities, trusts and legal matters. In addition, the family office can also handle nonfinancial issues such as private schooling and travel arrangements.

Having a family office enables a family to enjoy a full integration of financial strategies and directly oversee decisions regarding family financial matters, while maintaining tight control of the privacy and security of the family’s financial information.

Raymond James does not provide tax or accounting services.