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Family Wealth Planning

Family Wealth Planning Process

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Using The Family Wealth Planning process our group delivers a real-time approach to planning. Our method is holistic in nature and aligns investment plans to our client families’ financial goals continually providing a clear picture of our progress towards those goals.

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Step 1: Is there a Fit?

We believe it is very important to work with families that truly need our help and will benefit from our Family Wealth Planning process; this sometimes is not possible as not every financial advisor is a good match for every client. At our first meeting we review our process and approach, get an overview of your needs and determine together with you if it makes sense to move forward.

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Step 2: Understanding

Once we both decide we are good fit we need to deeply understand and uncover all pertinent details of your family’s financial wellbeing. In this step the objective is to determine and quantify your desires and what your family needs to accomplish. We’ll also determine at this step how your other wealth managers fit into the picture. At this meeting we will start the process of determining how best to transition the assets to our group.

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Step 3: Develop

After we have gathered all of your financial and investment information we will analyze your specific situation and through the use of our real-time planning tools clearly articulate what you want to achieve and define an investment strategy designed to help you achieve your financial goals.

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Step 4: Implement

Once developed and agreed-to, your real-time plan becomes the cornerstone of the investment strategy. We’ll discuss how the investments are designed to work, how the repositioning of assets works while taking into account tax and income ramifications. You will receive a The Family Wealth Planning three-ring binder to keep your plan organized with dedicated tabs to store your other important financial and life-event documents.

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Step 5: Oversight

After the implementation of your plan and investment strategy we’ll oversee, coordinate and manage your investment strategy in a real-time fashion. Our goal is to report to you frequently in a clear and meaningful manner, at least quarterly; more often if your family’s situation is more complex especially during the transition period. Review meetings are designed to keep us abreast of your life-events and review investment strategy results. Every review is followed by a written summary which may be shared with other advisors or family members if appropriate.



Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Wealth Management Firm

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Windsor Wealth Planners and Strategist. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth Planners and Stategist is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdications for which they are propertly 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 application jurisdications 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. 

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