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Private Wealth

Exceptional wealth deserves notable service

 

You’ve worked hard to accumulate your wealth, and you deserve an experienced advisor who will manage the complexities with careful attention. We understand our clients with significant wealth have unique needs, from tax optimization strategies and generational wealth considerations to liquidity events and charitable giving strategies. As your trusted guide, we can help implement a wealth strategy worthy of your unique position. You can rely on us to manage your well-earned prosperity – now and for the future.

 

 

A central partner and strategy

Managing extraordinary assets takes a coordinated effort, and we can be that central point of contact for all your financial affairs. By working closely with your other professional advisors, we can help ensure that all the pieces of your financial life move in strategic harmony.

 

The astute wealth counsel we provide incorporates a wide range of layered financial strategies that includes our partnership with Raymond James, all designed to fully address the complexities of exceptional wealth in a holistic and highly coordinated manner.

Wealth considerations

Plan for charitable giving

Develop a tax-efficient, long-range plan for giving

 

 

Create a charitable giving plan that honors your legacy

 

 

Establish donor-advised funds and charitable remainder trusts

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Preserving wealth for generations

Implement smart strategies that will help your wealth last

 

 

Minimize tax burdens that maximize your family’s prosperity

 

 

Consider transfer strategies to gift while you are living

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Custom guidance for business owners

Navigate the process of selling or transferring your business

 

 

Identify financing opportunities for merger and acquisition (M&A) activity

 

 

Analyze and minimize risk to maximize security

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Investing involves risk, and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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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