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Family Offices

Specialized insight

 

Managing intergenerational wealth requires a high level of coordination, planning and execution. Our approach is designed to provide expert guidance and clarity to individuals and families with substantial, complex portfolios. Our trusted advisors bring years of experience, knowledge and resources together providing a comprehensive approach to portfolio management.

 

Our partnership with Raymond James provides an additional edge in the pursuit of preserving your financial future, as we coordinate and help simplify challenging issues, including oversight and reporting requirements, investment due diligence and risk assessment. All of this allows us to simplify even the most challenging aspects of managing your wealth.

Services offered

We serve as your dedicated financial concierge

Managing financial affairs across multiple platforms and professionals

 

 

Designing carefully calibrated investment strategies

 

 

Connecting you with opportunities and specialists

 

 

Providing the utmost confidentiality and privacy

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We seek to manage and preserve your wealth while fostering family unity through our holistic approach to wealth management. This approach integrates strategies that go beyond traditional financial planning and address the unique dynamic of family wealth.

 

Investing involves risk, and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Discover more for your wealth journey

Meet your financial advisors

    Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Trustmark Financial Services and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Trustmark Financial Services and Trustmark Bank are separately owned and operated and not independently registered as broker-dealers or investment advisers. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

    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 your local Raymond James 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.

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