Family Wealth Services
Strategic investment with an emphasis on legacy and the responsible stewardship of inter-generational wealth
Explore RJP Family Wealth Services
A Legacy of Trust: Investing in Your Family’s Future
Family Wealth: Your Partner in Prosperity
The needs of wealthy multi-generational families are complex and varied. RJ Patterson offers personal service and customized investment offerings far superior to the impersonal, cookie-cutter generic services of large-scale banks and brokerage firms that have traditionally attempted to address the unique financial and lifestyle needs of wealthy multi-generational families.
We take pride in enabling them to cost-effectively leverage resources across families to deliver a compelling suite of services that deliver the highest level of personalized financial and lifestyle support:
- Asset Allocation
- Estate Planning
- Family Education
- Financial Planning
- Investment Management
- Legacy Planning
- Performance Analytics
- Philanthropy Advising
- Risk Management
- Stewardship Training
- Tax Planning
With our expertise, we can help you become a successful investor. Contact us today to get started
With our expertise, we can help you become a successful investor. Contact us today to get started