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Center for Family Legacy Center for Family Legacy

Center for Family Legacy

Truist Wealth – Center for Family Legacy

4 Greenwich Office Park,

Greenwich, CT 06831-5115

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CenterForFamilyLegacy@Truist.com

Phone 203-661-6616

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Who we are

The Center for Family Legacy unites and empowers families to bridge generations and develop strategies to sustain their wealth so that it positively impacts family members.

We fulfill our purpose by:
  • 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
Working alongside your Truist advisors, the Center for Family Legacy’s teammates bring over 120 years of combined experience to guide you and your family toward a more confident life with wealth. Our dedicated team of specialists come from broad and diverse backgrounds, bringing experience in investment management, estate and trust planning and administration, accounting, law, education, and family dynamics and systems.

We specialize in: 
  • Family governance (family meeting facilitation, building healthy communication practices, developing systems of decision-making and creating family policies) 
  • Family education (educating all family members, from ages 5-95, helping them feel confident and become responsible stewards of family wealth)
  • Complete reporting (consolidated reporting on all your family’s assets, whether held at Truist or elsewhere) 
  • Expense management (bill paying and cash flow management) 
We’re passionate about preparing families for both the opportunities and challenges associated with a life of wealth. The goal of our work is your and your family’s future success.
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