Carrying your wealth well into the future starts with a plan.

The transfer of wealth is a transfer of energy. A transfer of the work that went into building the assets. And the intentions for how they should grow. A well-laid plan can help preserve that momentum.

Intergenerational wealth transfer planning gives you the opportunity to harness the pace you’ve already set for your wealth and direct it into the future – more specifically, into the future you envision for it.

What do we want from our wealth – and for its future?

Explore the survey

You can see endless possibilities, but how do you plan for them?

Communication
6/30/2023
People don’t like to talk about money. But starting the wealth conversation – and keep it going – is one of the most important factors in a wealth transfer’s success.
Start talking
Give intentionally
Philanthropy
6/30/2023
Starting your giving traditions today and sharing your passions with the people who will carry them forward can help ensure you make a mark that grows with time.
Taxes
6/30/2023
A tax bill has the power to change the direction of anyone’s wealth, which is why proactive planning that prioritizes tax efficiency is vital.
Plan ahead
Combine forces
Your Team
6/30/2023
Assembling a team of key professionals – a financial advisor, attorneys and tax specialists – puts you in control of your goals and in a better position to realize them.

Keep your wealth going.

Plan to build your wealth’s momentum from one generation to the next (and the next). We can help you make the first move.

Contact us

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of capital.

Based on a survey of 1,000 individuals with $500,000 or more in investable assets conducted in November 2022 by Raymond James.

The future at your fingertips

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Signature Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2021 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use