Institutional Services
Innovative strategies for business leaders
No matter where your organization is in the business life cycle, our experts are ready to move it forward.
We offer innovative and sophisticated solutions for a wide spectrum of institutions, from private businesses to public corporations, from state governments to local municipalities. Your Raymond James advisor has access to industry experts across a broad platform of capabilities, including investment banking, capital markets and public finance.
We realize every organization has a unique mission, so we take the time to understand you and your goals.
Ultimately, the success of your business determines the success of ours.
Corporate & Executive Services
Business consulting with a personal approach
The experienced professionals in our Corporate & Executive Services department have the resources and expertise to help your growing business design a strategy to achieve its goals. Our consulting approach is personal and distinct to your needs. Your Raymond James advisor has access to a team of experts who can navigate the best practices for corporate executives, such as utilizing 10b5-1 plans, executing block trades or establishing a share repurchase program.
Corporate & Executive ServicesAchieving Your Business Objectives
Expert guidance for every business need
Whether you’re the owner of a business or a decision-maker for a public-service agency, we offer a full array of services to help you meet your next goal. Your Raymond James advisor can offer you access to industry experts in investment banking, capital markets and public finance.
Commentary & Insights
High-value estates may merit a corporate trustee's expertise
A dedicated executor or trustee can help unburden your loved ones.
Read about High-value estates may merit a corporate trustee's expertiseProtecting your business from the loss of a key contributor
Key person insurance can help maintain continuity across your business's operations should it lose a vital employee.
Read about Protecting your business from the loss of a key contributorA step-by-step guide to hosting a family meeting
Where should you meet? What should you discuss? Who should be there? Consider these suggestions.
Read about A step-by-step guide to hosting a family meetingFind an Advisor
Connect with a Raymond James advisor or an office near you.