Finding Unity Through Multigenerational Planning

Preparing the next generation for the responsibilities of wealth is a critical piece of legacy planning that can get overlooked. It’s not just about financial matters – it’s also about passing on your values, experience and vision for the future. We can collaborate with you in helping heirs understand the bigger picture and their place in it, reviewing important documents and promoting a sense of harmony as a facilitator of family meetings. From trusts to living wills and tax management strategies, we can help you take a comprehensive approach to multigenerational planning.

Our services include:

  • Charitable Giving & Gifting Strategies
  • Education Planning
  • Estate Planning & Trust Services1
  • Insurance & Risk Management2
  • Integrated Wealth Management
  • Retirement Planning

1 Offered through Raymond James Trust, N.A., an affiliate of Raymond James Financial Services, Inc.

2 Offered through Raymond James Insurance Group, an affiliate of Raymond James Financial Services, Inc.