Lifestyle Advisory

We are pleased to offer our clients and their families access to a handful of thoughtfully vetted and selected partners – each recognized as a highly regarded provider in their respective fields and to provide highly personalized support on how to simplify, navigate, and elevate modern life.

Health and Wellness

A boutique provider of advanced cyber protection services designed to safeguard the digital lives of individuals and families, with a proven approach to minimizing the risk of cyberattacks.

Cyber Security

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Private Healthcare Management

For families navigating general healthcare or specific medical challenges, Raymond James can provide access to health advisory and wellness support partners, who can offer 24/7 emergency assistance, and access to some of the most respected physicians and medical centers available.

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Concierge Caregiver Advisory

Raymond James has partnered with a provider that offers guidance to individuals seeking preservation of their health and independence throughout the aging process. They also assist families in navigating the intricate network of providers essential to daily living. Through expert guidance, they provide clarity and confidence across key areas, including healthcare, home safety, assisted living, and Medicare.

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Medicare and Insurance Navigation

Another Raymond James partner utilizes a multimodal precision medicine approach centered on early detection and longevity. Positioned at the forefront of global preventative and precision healthcare, they are dedicated to extending lifespan and elevating well-being, helping members live longer, healthier lives.

Travel and Experiences

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Once-in-a-Lifetime Experiences

Extraordinary experiences become possible with VIP-level concierge support, creating access to once-in-a-lifetime moments—from connecting with global figures and attending world-renowned events to bringing long-held aspirations to life.

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Luxury Travel Concierge

Travel should feel seamless from start to finish. Through our trusted network, we connect you with concierge-level travel support—from private aviation to tailored itineraries—so every detail is handled with care, discretion, and efficiency.

Family

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Family Business & Enterprise Advisory

We help families and business owners navigate complex decisions by addressing multigenerational needs, aligning diverse perspectives, and facilitating meaningful conversations that move everyone forward.

Security

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Legacy Vault

Planning isn’t just about finances—it’s about making sure the details of your life are organized, accessible, and carried forward with clarity. We provide a secure platform to document and share important information—from estate details and key contacts to personal wishes and legacy intentions. It’s a practical way to bring structure to what matters most, so your family is supported and prepared when it counts.

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Fraud and Identity theft protection

Your financial life deserves more than passive oversight. Raymond James provides access to proactive monitoring designed to help safeguard your accounts, credit, and identity through real-time analytics and personalized alerts—offering an added layer of awareness, early detection, and confidence in your information security.

We’re glad you’re here.

Let us introduce you to the professionals who can help guide you toward the future you’re working toward.

Get Connected

Raymond James is not affiliated with and does not endorse the opinions or services of the third-parties services mentioned above. Please connect us and we will help you obtain additional information regarding the service options of interest to you.