Family Wealth Services

Strategic investment with an emphasis on legacy and the responsible stewardship of inter-generational wealth

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

Financial Planning Tools

Financial Planning Tools

Helping you to achieve peak fiscal fitness and position your financial assets for continuous growth.

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Pro Athlete Consulting

Pro Athlete Consulting

Transforming the wealth created on the field into long-term financial success.

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Fiduciary Services

Fiduciary Services

Tailored, transparent guidance to help every client realize both investment and life goals.

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Retirement Plan Design

Retirement Plan Design

Creating the path to long-term financial success and fiscal security in retirement.

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