A financial firm combining care and expertise to pursue what is possible.
Raymond James is a full-service financial firm founded in 1962, offering wealth management, investment banking, and capital markets services. For family offices and private wealth clients, the firm operates through its Private Wealth Services and institutional advisory channels, providing access to a broad set of financial professionals across investment management, estate planning, trust services, and banking. The advisor-led model means family office principals work with a dedicated Raymond James advisor who coordinates access to in-house specialists rather than interfacing directly with a centralized family office platform.
The firm's private wealth offering covers the full financial lifecycle of complex family situations:
For families evaluating Raymond James, the core trade-off is breadth versus depth. The firm's scale - spanning investment banking, capital markets, public finance, and sustainable investing - means advisors can reach across the organization to address almost any financial need. However, the model is built around individual advisor relationships rather than a dedicated family office infrastructure, so the quality and continuity of service depends significantly on the specific team engaged. Families seeking a standalone family office operating model or a technology-driven consolidated reporting environment will likely find the offering insufficient on its own. Pricing is not disclosed publicly and is determined through individual advisor relationships.
We act as your dedicated financial concierge, managing financial affairs across multiple platforms and professionals, designing carefully calibrated investment strategies and connecting you with opportunities and specialists, all while providing the utmost confidentiality and privacy.
On Raymond James, from a family-office user
Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals, Advisors / Wealth Advisors (RIA).
Dedicated financial advisor with access to in-house specialists across investment banking, trust, banking, insurance, and estate planning teams.