---
title: "Family Wealth Services"
url: "https://rjpattersongroup.com/services-for-individuals/family-wealth-services/"
post_type: "page"
date_published: "2019-09-23T20:11:40-07:00"
date_modified: "2023-01-14T00:40:34-08:00"
---

# Family Wealth Services

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 FutureFamily 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 
			
			
				
				
				
				
				
				
				
				
				
				
Tel. 619.331.4133
Contact Us

			
			
				
				
				
				
			
				
				
			
				
				
				
				
				
				
				
				
				
				
				
				
				
				
				
				
				
				
			
				
				
				
				
				With our expertise, we can help you become a successful investor. Contact us today to get started 
			
			
				
				
				
				
				
				
				
				
				
				
Tel. 619.331.4133
Contact Us

			
			
				
				
				
				
			
				
				
			
				
				
				
				
				
				
				
				
				
				
				
				
				
				
				
				
				
				
  Financial Planning Tools
  Helping you to achieve peak fiscal fitness and position your financial assets for continuous growth.LEARN MORE 

			
				
				
				
				
				
  Pro Athlete Consulting
  Transforming the wealth created on the field into long-term financial success.LEARN MORE 

			
			
				
				
				
				
				
				
				
				
				
				
  Fiduciary Services
  Tailored, transparent guidance to help every client realize both investment and life goals.LEARN MORE 

			
				
				
				
				
				
  Retirement Plan Design
  Creating the path to long-term financial success and fiscal security in retirement.LEARN MORE