Helping women investors make the most of all life has to offer

Advanced Total Wealth Planning

We coordinate with  a team of credentialed  Raymond James  resources,  including attorneys specializing in estate and tax planning strategies who provide targeted advice and analysis for high-net-worth clients with $5+ million in investable assets.

Complex planning goals like structuring a succession plan, developing an estate tax strategy, mitigating income taxes and protecting wealth for the next generation require the expertise of highly trained professionals.

The Wealth Planning Strategist team is  made up  of  attorneys with experience in  all  areas  of advanced business and individual wealth transfer planning. This team does not provide legal or tax advice, but designs strategies for the purpose of education and discussion.


Specialized in advanced planning, this team can help with a wide range of topics including:

  • Succession planning
  • Buy-sell planning
  • Exit strategies
  • Risk management
  • Executive compensation
  • Non-qualified deferred compensation
  • Wills and trust analysis
  • Estate tax planning
  • Asset preservation planning
  • Wealth transfer planning
  • Inheritance equalization
  • Charitable planning

Raymond James does not provide tax or legal advice. Please discuss these matters with your tax or legal professional.