Guiding families with significant wealth to work together to develop strategies for sustaining wealth over time
Educating family members with significant wealth to confidently manage their financial lives
From our founding in 1989, Truist Wealth’s Center for Family Legacy teammates bring over 120 years of combined experience to guide you and your family toward a more confident life with wealth.
The Center for Family Legacy works alongside Truist wealth advisors to help generative families of wealth look beyond their financial capital and refocus on their family capital. We offer family governance and family education services, family meeting facilitation, and help building healthy communication practices, developing systems of decision-making and governance for the family, and educating all family members - from 5-95 years old - to help them feel confident and become responsible stewards of family wealth.
Our dedicated team of ten specialists is trained in and continues to learn about family dynamics and family systems. We feel a strong sense of responsibility for the future success of you and your family. We’re passionate about preparing family members for both the opportunity and challenges associated with a life of wealth.