Carla Lovastik

Carla Lovastik
Vice President Center for Family Legacy Associate

4 Greenwich Office Park

2nd Floor,

Greenwich, CT 06831-5115

About me

Background

Carla Lovastik is a Center for Family Legacy Associate responsible for business development support and administration, assisting with pipeline management, scheduling, proposal support, and contracting. In addition, she works with GenSpring investment and wealth strategists to provide assistance to their client families on a variety of issues, including capital sufficiency modification, coordination of deliverables, tax planning, special projects, budgeting, and support in financial reporting. 

Carla joined Truist Wealth in 2001 and has since held multiple positions of increasing responsibility within the firm. She's also been involved in forums that showcase GenSpring’s intellectual capital, including Family Symposium, Women’s Retreats, Next Gen Forum and Women & Wealth Initiative. Prior to that, she worked in accounts receivable/accounts payable at Carolee Designs, a fashion jewelry company as an accountant.

Education

BS in Accounting
Monroe College

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Educating family members with significant wealth to confidently manage their financial lives

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