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Resources for the intricacies of significant wealth

Managing substantial wealth often requires specialized capabilities and expertise. The Wealth Solutions team offers just that, helping Financial Professionals compete for and service high-net-worth clientele. Our professionals cater to the planning and wealth management needs of high-net-worth clients – working as your partner, not your competition.

Whether you’re seeking expertise regarding significant wealth events or guidance with specific planning disciplines such as estate planning, charitable giving, lending solutions or risk management, the Wealth Solutions team is here to serve you and your clients. We provide the keen insight, robust capabilities and customized investment solutions to meet the demands of significant wealth.

Legacies thoughtfully planned, planning thoroughly supported

Helping your most successful clients plan for their legacy is very often just as important as managing their wealth today. To support you and them through each step of that planning, Wealth Solutions offers an extensive array of wealth management and legacy planning expertise with teams dedicated to creating customized solutions.

A well-executed estate plan provides peace of mind that a client’s wishes will be carried out just as they intended. The Wealth Solutions team will work in collaboration with you, your clients and their other legal and tax professionals in the crafting of efficient, strategic plans that keep clients’ wishes at the forefront.

Because wealthy clients are often uniquely generous, we offer a variety of charitable giving solutions and experienced teams to assist you and your clients create customized, tax-efficient giving strategies through the platform, such as the donor advised fund.

Through Raymond James Trust, N.A., a wholly owned subsidiary of Raymond James Financial, Inc., you and your clients have access to a team of legacy planning professionals who deal exclusively with trust issues, providing solutions tailored to individual needs, including:
  • Irrevocable trusts
  • Revocable trusts
  • Charitable trusts
  • Life insurance trusts
  • Special needs trusts
  • Delaware Directed Trusts
  • Other specialty trusts
  • Ability to serve as trustee, co-trustee, agent for trustee, custodian and personal representative in all 50 states

A well-executed estate plan provides peace of mind that a client’s wishes will be carried out just as they intended. The Wealth Solutions team will work in collaboration with you, your clients and their other legal and tax professionals in the crafting of efficient, strategic plans that keep clients’ wishes at the forefront.

Because wealthy clients are often uniquely generous, we offer a variety of charitable giving solutions and experienced teams to assist you and your clients create customized, tax-efficient giving strategies through the Raymond James Charitable platform, such as the donor advised fund.

Through Raymond James Trust, N.A., a wholly owned subsidiary of Raymond James Financial, Inc., you and your clients have access to a team of legacy planning professionals who deal exclusively with trust issues, providing solutions tailored to individual needs, including:
  • Irrevocable trusts
  • Revocable trusts
  • Charitable trusts
  • Life insurance trusts
  • Special needs trusts
  • Delaware Directed Trusts
  • Other specialty trusts
  • Ability to serve as trustee, co-trustee, agent for trustee, custodian and personal representative in all 50 states

Ready to learn more?

Now that you have scratched the surface of the possibilities that await you here, get the whole story. Have a confidential conversation with our consultant about what your business would look like as a Financial Professional with Harbor Financial.

Contact a Consultant

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