Comprehensive wealth management goes beyond investments to protect what matters most – your family, your future, and your legacy. At more than $5 Billion of assets under management, we are one of Florida’s largest Independent Trust Companies. We can serve as the quarterback of your wealth management plan, bringing together all the vital components of your wealth into one cohesive, forward-thinking strategy.
Whether you’re managing the needs of a single household or multiple generations, our role is to coordinate, guide, and execute a plan that reflects your unique goals, values, and vision for the future.
Our Wealth Management professionals provide a thoughtful, comprehensive wealth solution, integrating investment management, estate and trust services, tax coordination, and long-term planning. From family education and governance to philanthropic giving and succession planning, we help ensure your legacy is not only preserved but purposefully carried forward.
As a Florida Trust company, our wealth management philosophy encompasses a simple belief: your financial life should support your values- not just your returns. We provide holistic wealth management that brings together investment strategy, trust and estate planning, tax efficiency, retirement readiness, financial planning, and risk protection – so that every piece of your financial picture is working together.
Unlike firms that focus solely on market performance, our wealth management process begins by understanding you – your goals, responsibilities, relationships, and the legacy you want to leave.
Choosing a trust company for your wealth management needs can provide deeper protection, greater continuity, and fiduciary care than some other financial options.
As a trust company, we act in your best interests always. We make no commissions and have no proprietary investment products. Our wealth management services are grounded in integrity, soundness, and accountability.
We help clients build and protect wealth across generations with comprehensive trust and estate administration – not only investment advice.
Our wealth management professionals coordinate the breadth of your financial life – trusts, investments, retirement, estate, tax and financial planning – within one strategic financial plan.
Trust companies offer stability, and professional management of the legacy you leave. We can manage your assets, wishes, and financial affairs even after you’re gone – giving your family peace of mind and continuity.
We understand that no two financial journeys are alike. That’s why our wealth management process begins with listening, so we can tailor a strategy that aligns with your unique goals, risk tolerance, and stage of life.
Whether you’re a business owner preparing for a sale, nearing retirement, navigating a complex estate, or seeking multi-generational planning, our comprehensive wealth management approach gives you clarity, control, and confidence.
Each of our wealth management services is designed to work together, creating a complete financial picture that adopts with you over time.
Our team of experienced wealth management professionals is here to help you move forward with clarity and confidence. You may be a sophisticated investor who is used to managing things on your own, but as life changes, you may be rethinking the next leg of your financial journey and reevaluating the direction of your estate. We can build a plan that preserves your assets, honors your values and secures your legacy.
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