Family Office Advisory
A Structured Approach to Managing Family Wealth
Having a clearly defined Family Strategy and investing time and energy in its implementation, is fundamental to achieve the goals of wealth preservation and family unit across generations.
The leading families “institutionalize” their practice of wealth management, utilizing vehicles like an investment partnership or a family office.
A Structured Approach to Managing Family Wealth
In regards to the Business of Wealth, there are objective criteria to choose the most appropriate wealth management set-up and Family Governance:
IPO Investing
Buoyant capital markets provide investment opportunities to participate in the value creation journey of companies looking to raise money from capital markets through Initial Public Offers/ Follow-on Public Issues.
Event Driven Strategies
Corporate actions by publicly listed companies such Mergers and Acquisitions, De-mergers, Listing of subsidiaries by a listed holding companies present unique investment opportunities for investors.
What Are You Planning For?
You have goals.
We help you get there.
No two people have the exact same goals. That’s why it takes an individually tailored plan to make them a reality. Raymond James advisors work with many different clients at many different stages of life. So no matter where you are or where you’re trying to go, your advisor can create a customized plan to help you get there.
What makes us different?
Why Our Advisor
Trust builds from an understanding of what’s most important to you. And with a relationship that deepens over time. When you work with a Raymond James advisor, your plan is individual. Personal. And built for the long term. Each advisor is empowered with the latest technology so you get the information you need, when you need it, from virtually anywhere. From tracking all of your accounts in one secure place to access to industry-leading research, it all starts right here.
About Us
Trust builds from an understanding of what’s most important to you. And with a relationship that deepens over time. When you work with a Raymond James advisor, your plan is individual. Personal. And built for the long term. Each advisor is empowered with the latest technology so you get the information you need, when you need it, from virtually anywhere. From tracking all of your accounts in one secure place to access to industry-leading research, it all starts right here.