For many, one of the most rewarding aspects of wealth is sharing it with others. Whether your desire is to create a multi-generational wealth preservation and transition plan for your family, provide funding to a charitable entity, or provide for a family member's higher education, we have access to a variety of tools to help address your legacy and wealth transfer concerns.



We can provide estate planning analysis. With the resources of our affiliate Raymond James Trust, N.A. at our disposal, we can assist clients in the trust planning process and leverage the expertise of a professional fiduciary.


While many individuals give to charity, few take the time to create a well-designed charitable strategy that considers personal tax benefits and control over your investments. We can assist with strategies such as:

  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Pooled Income Funds
  • Charitable Gift Annuities
  • Donor Advised Funds
  • Private Family Foundations


For many, Section 529 college savings plans are an attractive way to fund a family member's higher education. In addition to tax-favored accumulation and withdrawal, you can maintain control over the assets in a 529 plan and change the beneficiary over time.


Others may consider the Coverdell ESA, especially when funding for primary or secondary education expenses.

Investors should carefully consider the investment objectives, risks, charges and expenses associated with 529 college savings plans before investing. More information about 529 college savings plans is available in the issuer's official statement, and should be read carefully before investing.

Favorable state tax treatment for investing in Section 529 college savings plans may be limited to investments made in plans offered by your home state.

You should discuss any tax matters with your tax professional.