Realizing the Purpose of Wealth requires trust

Estate, tax, and philanthropic planning often involves numerous complexities. We work to deliver custom strategies for each client through the team of more than 150 professionals at Raymond James Trust and Raymond James Charitable. 

Raymond James Trust, N.A. offers a full suite of trust services to assist our clients in accomplishing their goals, whether it’s passing on assets to heirs, ensuring a lasting philanthropic legacy, or protecting an estate from tax liability. Raymond James Charitable provides our clients with an efficient vehicle for philanthropic giving including donor advised funds (DAFs). 

Raymond James Trust, N.A. is a subsidiary of Raymond James Financial, Inc. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Trust.

To learn more about the potential risks and benefits of Donor Advised Funds, please contact us.