Post-Liquidity Wealth

The plan should be as sophisticated as the wealth.

You worked hard to reach this level, and the wealth that follows a successful exit brings a complexity all its own. Tax, estate, liquidity, charitable intent, and the next generation all start to pull in different directions. You deserve a partner who manages that complexity with care, coordinating every moving part into a single strategy worthy of your position, now and for the years ahead.

Under One Roof

Layered strategy, coordinated as one.

Significant wealth touches many disciplines at once, and the value is lost when they’re handled in isolation. We bring the major pieces together and keep them aligned, so each decision in one area supports the others rather than working against them.

Intergenerational Wealth

We address everything from longevity planning to family governance, so your wealth and your values pass cleanly to the next generation.

Estate & Charitable Planning

We help you honor your intentions through thoughtful estate and charitable plans, coordinated with your legal and tax professionals.

Risk Management

We help you prepare for the unexpected with insurance solutions tailored to the scale of what you’ve built.

Cash & Lending

We provide private banking and liquidity solutions for significant purchases, without forcing you to disrupt your investments.

Investment Management

We build personalized investment strategy for your situation, including access to private-market opportunities.

Coordination

A central partner, and a central strategy.

Managing extraordinary assets takes coordination, and most people in your position have accumulated a handful of advisors who rarely talk to one another. We change that. We serve as your single point of contact and the hub of your financial life, working alongside your attorney, accountant, and any specialists you already trust. You make one call, and every piece of the plan moves in harmony behind it.

Your Priorities

Guidance tailored to your situation.

No two clients arrive with the same priorities. Some are still untangling a business, others are focused on giving or on the generations to come. Wherever your attention sits, here is how we tend to help in three of the most common situations.

If you still own the business

We help you navigate selling or transferring it when the time comes, identify financing for any M&A activity along the way, and analyze and manage the risks that come with concentrated ownership.

If giving is a priority

We help you build a tax-efficient, long-range giving plan that honors your legacy, and we put the right vehicles in place, from donor-advised funds to charitable remainder trusts, coordinated with your tax and legal advisors.

If you’re planning for the generations ahead

We implement strategies designed to help your wealth last, work to reduce the tax drag on what transfers, and consider lifetime gifting so you can see the impact of your generosity while you’re here.

Tax laws, deal structures, legal agreements, valuation methods, and market conditions are complex and subject to change. You should consult your own qualified tax advisor, attorney, and financial professional before making any investment decision. Raymond James and its financial advisors do not provide tax or legal advice.

Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a Donor-Advised Fund for federal and state tax purposes. To learn more about the potential risks and benefits of Donor Advised Funds, please contact us.

Please be aware that there may be substantial fees, charges and costs associated with establishing a charitable remainder trust.
Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.

The best plans start with a conversation.

Your business built more than a career, it built a future for the people you love. Let’s start with a conversation, no pressure and no obligation, and help you prepare for the future with confidence. Give us a call or fill out the form, and we’ll connect you with a financial professional to discuss your goals and the best path forward.

Call us at: (770) 325-6957

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