Center for Family Legacy
Truist Wealth – Center for Family Legacy
4 Greenwich Office Park,
Greenwich, CT 06831-5115
Who we are
- Working to enhance communication and collaboration within families and creating awareness around the emotional aspects of wealth
- Bonding family members around their shared values
- Preparing and educating families to live responsible and confident lives with wealth
- Facilitating a forum for families to meet and discuss what is important to them so they can make informed decisions
- Helping families look beyond their financial capital
Specialties
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
Talent
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.
Locations
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