Multigenerational asset transfer and planning

We know that the transfer of family wealth amounts to more than a major estate planning obligation. It’s an opportunity to share not only your wealth, but the values that have helped you build and sustain it through the years. It also paves the way for open, honest conversations with loved ones about important matters such as business succession, charitable giving and diligent stewardship.

The customized and comprehensive multigenerational plans we design serve as the foundation for the goals you have and the future you envision, not only for yourselves but for your spouse, children and grandchildren as well.

Oftentimes, family wealth is concentrated in a single stock received through inheritance or a successful business career. We design strategies to hedge, monetize, diversify or transfer assets while mitigating tax implications. Another risk to wealth is the erosion of investment gains due to taxes. Our knowledge of tax-advantaged investments and the tax impact of specific transactions can help you keep more of what you’ve earned.

The heads of families are also highly interested in leaving a legacy for their children and grandchildren as well as community organizations they support. We design strategies to not only provide for those you care about, but also to potentially generate personal tax benefits and further your overall wealth management plans.

Comprehensive estate planning is also crucial to help ensure a seamless transfer of wealth to the next generations of your family, avoid lengthy legal battles and mitigate taxes. We can employ a number of effective strategies specific to the preservation of your family wealth.

Successfully passing on wealth is complex, both emotionally and practically, but the effort is worthwhile for your own sense of satisfaction and the security of those you leave behind. We are here to provide all the support, tools and information you need – for the good of your family and the causes you value most.

Our comprehensive services include:

• Family meetings and goal planning
• Wealth transfer solutions
• Business succession planning
• Trust services*
• Charitable giving strategies
• Estate and legacy planning
• Insurance planning
• College education planning

*Available through Raymond James Trust, N.A., an affiliate of Raymond James Financial Services, Inc.