Estate, Philanthropy & Legacy Planning
Aligning Your Wealth with the People & Purposes that Matter Most
Thoughtful legacy planning extends beyond distributing financial assets. We help affluent individuals, families, and business owners coordinate their estate, charitable, and family priorities so their wealth can support the people, organizations, and values they care about.
More Than An Estate Plan
Your Estate Plan Should Evolve Alongside Your Life
A will or trust is only one part of an effective legacy strategy. As your family, wealth, business interests, tax circumstances, and charitable priorities change, account ownership, beneficiary designations, trusts, insurance, and other financial resources should be reviewed to ensure they continue to support your intentions.
Estate and Legacy Matters We Help Evaluate
Significant Wealth Often Brings Interconnected Family, Tax, and Transfer Decisions
We help clients evaluate wealth-transfer and estate-tax considerations, account ownership, beneficiary designations, trust funding, liquidity needs, business succession, protection for heirs, charitable giving, and preparation of the next generation. The areas considered depend on each family’s circumstances, priorities, and existing estate plan.
Philanthropy With Your Purpose
Making Charitable Giving More Intentional, Tax-Aware, and Personally Meaningful
We help clients clarify what they want their giving to accomplish and evaluate appropriate ways to contribute. This may include direct gifts, donor-advised funds, charitable trusts, private foundations, qualified charitable distributions, appreciated assets, or other strategies coordinated with the client’s tax and estate professionals.
Preparing the Next Generation
A Lasting Legacy Requires More Than Transferring Assets
Successful wealth transfer also involves preparing family members to understand, manage, and preserve what they may inherit. We can help families develop age-appropriate financial education, communicate shared values, establish family giving traditions, and encourage responsible stewardship across generations.
Coordinating Your Legacy Strategy
Bringing Your Financial, Legal, and Tax Strategies Together
We work with your estate attorney, CPA, insurance professionals, trustees, and other specialists to help connect your legal documents with your financial resources and long-term objectives. As circumstances change, we help identify new priorities, evaluate planning opportunities, coordinate next steps, and monitor whether the overall strategy remains aligned with your intentions.
Begin the Conversation
What Purpose Do You Want for Your Wealth?
Whether you are updating an existing estate plan, preparing for the sale of a business, considering a significant charitable gift, or planning for future generations, we can help you organize the financial decisions surrounding your legacy.
Prefer to send a message? Use the form to the right >
Local, personal guidance
No account info required
Educational first conversation
Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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.
Incorporating sustainable investing criteria into the investment selection process may result in investment performance deviating from other investment strategies or broad market benchmarks.