Eagle Rock | Greenberg & Rapp
Private Wealth Services
We offer a holistic approach, coordinating integrated support and expertise to help qualified clients and stewards of family wealth pursue their most visionary, far-reaching and entrepreneurial goals.
Sophisticated Portfolio Management for Significant Wealth
Investment Management Services
Managing substantial assets requires a transition from traditional wealth accumulation to a more nuanced, institutional-grade strategy. We provide access to an expansive universe of investment opportunities designed to meet your return objectives and provide meaningful diversification beyond the public markets.
Safeguarding Your Legacy through Holistic Oversight
Risk Mitigation & Management
True wealth management is as much about what you keep as what you earn. Our risk mitigation framework goes beyond simple insurance; we conduct a comprehensive analysis of your financial life to identify and help neutralize threats to your lifestyle and your legacy.
Navigating the Transition of Wealth Across Generations
Intergenerational Wealth Strategies
The transfer of significant wealth is a complex milestone that extends far beyond the movement of assets. It represents the transition of a family’s legacy, values, and responsibilities. We understand that for ultra-affluent families, effective wealth transfer is defined not just by the size of the estate, but by the preparedness of the heirs and the resilience of the plan.
Purposeful Philanthropy: Aligning Values with Legacy
Estate & charitable planning
For ultra-affluent families, charitable giving is often a cornerstone of their identity and a primary objective of their estate plan. Impactful giving requires a strategic framework that aligns your philanthropic vision with your broader financial goals. We help you navigate the complexities of charitable planning to help plan contributions that are as efficient as they are meaningful.
Strategic Liquidity Solutions for a Diversified Life
Lending & Cash Management
We provide sophisticated banking and liquidity strategies designed to help you meet near-term requirements without disrupting your long-term investment objectives. By leveraging the strength of Raymond James Bank, we offer a range of customized credit solutions tailored to the complexities of significant wealth.
Comprehensive Workplace Solutions
Business & 401(k) Services
We believe that managing the demands of a business requires a coordinated approach that aligns corporate operations with your personal financial vision. We deliver comprehensive workplace solutions designed to help mitigate risk and help your employees pursue their own financial goals.
Request a Private Briefing
Our engagements begin with a confidential consultation to align our resources with your family’s lifestyle and legacy goals.