Resources for advisors of remarkable clients
From tools to support exceptional wealth, to planning that spans generations, our private wealth services help you bring the best of our firm to your best clients.
Our platform supports advisors across five critical wealth management disciplines and coordinates teams of skilled experts – including private wealth consultants, credentialed attorneys, portfolio strategists and more – to develop solutions tailored to each set of circumstances. Every engagement includes a fact-finding stage, collaboration across the team and curation of firm resources.
Simply put, our goal is to support you as you enhance your service to your clients and expand your business’s scope of possibility.
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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.
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Preserving family wealth across generations requires careful consideration, meticulous planning and the mitigation of significant risks like healthcare and caregiving costs. Our team can help you structure clients’ wealth transfer strategies, including gifting, trusts, education savings and private placement insurance, and equip you to facilitate family communication.
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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 succession and philanthropic giving. Our consultants will help you navigate this far-reaching area 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.
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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.
An advisor-centric approach
Our universe of resources and teams of experts were built around serving the people who serve exceptional clients.
A curated, evolving platform
Our private wealth offering is about creative solutions, lasting partnerships, and innovative ideas that solve challenges and advance capabilities.
The power to compete
The goal is to make advisors capable of anything – even if that means creating new solutions and sourcing expertise.
Private Wealth Advisor Program
Our private wealth advisor program at Raymond James is a specialized educational experience for advisors competing in the high-net-worth space. The program allows advisors to deepen their knowledge and refine their skillset so they can continue to serve their clients’ complex needs. Click on the video to the learn more.
