Who does Florida Trust Wealth Management serve?
Posted on September 5, 2026
Florida Trust Wealth Management serves individuals, families, business owners, executives, retirees, and multigenerational families seeking personalized wealth management and long-term financial guidance.
We serve a range of investment and trust clients beginning with $2 million of investable assets to those needing management at $10 million, $50 million and several hundred million, depending on their circumstances.
We also offer a unique family advantage, where younger generations can enter below the minimum under the family umbrella, often causing the entire family to enjoy lower fees as the multi-generation relationship increases.
Today, we manage approximately $6 billion in assets for more than 500 families and maintain a 98% client retention rate, reflecting our commitment to building lasting relationships that evolve alongside the families we serve.
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