Skip to content
  • T: 857.504.7200
  • F: 617.830.4922
  • TF: 800.572.0067
GET A SECOND OPINION ON YOUR INVESTMENT PORTFOLIO
  • Home
  • Clients
    • Clients
    • Business Owners
    • Businesses & Institutions
    • Corporate Executives
    • Families & Individuals
    • Family Offices
    • Retirees
    • Sudden Wealth
  • Services
    • Services
    • Alternative Investments
    • Banking & Lending Solutions
    • Business Planning
    • Estate Charitable Giving & Trust
    • Financial Planning
    • Investment Strategies
    • Monetization Services
    • Portfolio Management
    • Prime Brokerage & Custody Services
    • Retirement Planning
  • About Us
    • About Us
    • Stephen Kelleher
    • Aaron Albright
    • Joseph Tribuiani
    • John “Jack” Joyce
    • Our Approach
    • What Makes Us Different
    • About Alex Brown
  • Resources
    • Resources
    • Worthwhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Hillhouse Advisors
    1 International Pl Ste 2810 Boston, MA 02110-2636 T: 857.504.7200 F: 617.830.4922 TF: 800.572.0067
    Map and Directions Map and Directions
Hillhouse Advisors LogoHillhouse Advisors Logo

Thoughtfully managing a windfall

a windfall

Receiving a substantial sum of money presents opportunities, but also challenges. This contradiction extends to the emotions you may feel after a windfall, whether through inheritance, the sale of a business, lottery, divorce or a legal settlement. As an experienced guide, we give you the time needed to acclimate to your new situation and face crucial decisions with clarity of mind.

Our team provides a thoughtful approach to this transition, along with experience and deep resources. As you go about creating a life you have envisioned, we can help you reflect on the possibilities for your future. We then craft strategies that are designed to go far beyond the basics to help make your vision a reality.

We are a team of professional advisors who put your interests first. The result is a comprehensive financial plan and wealth management strategy that will give you confidence.

Services Include

  • Wealth & Investment Management
  • Banking & Lending Solutions1
  • Insurance & Annuities2
  • Estate Planning
  • Charitable Giving  
  • Risk Management
  • Business Sales and Valuations
  • Cash Management

1Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc. 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 employee for your residential mortgage needs.

2Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group.

Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.

Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.

related resources

Mastering a significant wealth event

Mastering a significant wealth event

Whether sudden or planned, the right steps can help you take charge of your newfound assets.
Read

Family & Lifestyle
Benefits of Spending Less

Benefits of Spending Less

Reducing your spending can be worth more than you might think. Us...
Start

Savings & Investments
Estate Tax Planning

Estate Tax Planning

Estate tax planning is very important to preserving your wealth f...
Start

Tax Planning
Net Worth Calculator

Net Worth Calculator

Your net worth is the value of all of your assets minus the total...
Start

Personal Finance
Sophisticated wealth management
GET A SECOND OPINION ON YOUR INVESTMENT PORTFOLIO
Hillhouse Advisors LogoHillhouse Advisors Logo
  • Hillhouse Advisors 1 International Pl Ste 2810 Boston, MA 02110-2636
  • T 857.504.7200
  • F 617.830.4922
  • TF 800.572.0067
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use