Jan-Peter Breugelmans

Managing Director Senior Wealth Advisor Truist Bank

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.

Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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

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

Top-notch service delivery and support for the private banking needs of business-owners

Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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

Guiding families with significant wealth to work together to develop strategies for sustaining wealth over time