Private Wealth Solutions
Your next level of HNW capabilities
With significant wealth comes significant complexity. Raymond James Private Wealth offers advisors of high-net-worth and ultra-high-net-worth clients resources to serve your clients’ most sophisticated needs.
NAVIGATING OUR WORLD OF RESOURCES
The private wealth consulting team can help you provide responsive, specific and comprehensive financial guidance for your clients’ goals. Beyond product expertise, our consultants are able to engage with the multidisciplinary nature of high-net-worth financial planning, collaborating within a team that includes private wealth consultants, credentialed attorneys, portfolio strategists and other experts.
Like the tailored guidance you provide, the team’s recommendations are based on the specifics of your and your clients’ needs – each engagement includes a fact-finding stage, collaboration across the team and the coordination of firm services. Simply put, our goal is to support you as your enhance your service to your clients and to help you expand your business’s scope of possibility.
Expertise and capabilities
Specific needs and specific solutions
Raymond James Private Wealth provides support and expertise aligned to the needs of advisors managing family wealth so they can guide their clients in pursuit of their most visionary, far-reaching and entrepreneurial goals.
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Access the full reach of our rigorously researched and analyzed investment offerings, including extensive alternative investment, fixed-income and tax-managed strategies with the support of our portfolio strategists.
Your clients can also benefit from your relationship with Raymond James Investment Banking and the direct support of its senior bankers. Raymond James Investment Banking offers full-service capabilities to empower your clients’ entrepreneurial and business objectives with capital market activities, balance sheet management, and mergers and acquisitions advising.
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Preserving family wealth across generations often requires careful consideration, meticulous planning and the mitigation of significant risks like healthcare and caregiving costs. Our team can help you structure your clients’ wealth transfer strategies, including gifting, trusts, education savings and private placement insurance.
Our consultants can also help you prepare to discuss family dynamics with your client, and how to create family legacies led by values like stewardship, entrepreneurship and philanthropy.
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Raymond James Trust provides a full suite of trust services, including trust creation and management, trust and estate settlement and corporate trustee services. Its offerings also include vehicles for business successions and philanthropic giving. Our Private Wealth consultants can help you navigate this far-reaching area of practice to select strategies that suit with your clients’ specific needs.
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With our support and guidance, create a customized risk assessment for your clients that may include investment, business, tax and asset risks, as well as risks inherent to having a notable public profile. Follow through with mitigation strategies, including specialized insurance and concentrated equity diversification.
Goal Planning & Monitoring, a forecasting tool used to guide major financial decisions, can further prepare your clients for “what if” moments, useful for understanding and containing risk.
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Private banking, high-net-worth cash strategies, and high-touch commercial and personal lending services help your clients manage their day-to-day needs and take advantage of efficient financing through Raymond James Bank. Raymond James also provides a wide range of services to meet the specific banking needs of your high-net-worth clients, including asset and liability management.
Private Institutional Clients
The PIC desk facilitates exclusive, often high-profile and high-impact investment opportunities and distinctive capital market-based solutions for ultra-high-net-worth clients.
By Invitation Only
Introduce your top clients and prospects firsthand to the Raymond James client-first culture while providing one-on-one access to experts and industry leaders.
Concierge Services
Concierge Services provides enhanced problem resolution, operational coordination for complex actions and communications to private wealth advisors and their teams.
Wealth connections
Advisors who guide clients with significant wealth know a strong relationship is at the core of every strategy. Our client-approved articles about pertinent financial planning and longevity topics can help position you as a center of influence, start conversations and keep you connected.
Resources
Collaborating with Raymond James Trust
An overview of the personalized service and support we offer you and your clients.
Download PDF about Collaborating with Raymond James TrustTax Planning: Charitable Giving and Estate Planning
Understanding how the tax law affects charitable giving and estate planning.
Download PDF about Tax Planning: Charitable Giving and Estate PlanningConverting Stock Into a Good Cause
How a charitable remainder trust can create a tax deduction and income while contributing to philanthropic causes.
Download PDF about Converting Stock Into a Good CauseDiscover the full breadth of our support
What you see here is only part of the support Raymond James offers advisors and their high-net-worth clients.
Have a confidential conversation with one of our recruiters to see its entirety.