Jan-Peter Breugelmans

Jan-Peter Breugelmans
Managing Director Wealth Advisor Truist Bank

227 W Monroe St

Suite 2100,

Chicago, IL 60606-4500

About me

Background

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelors: Finance, Accounting, and Law
Ecole Polytechique De Commerce/ ISEA, Paris, France 1992 1993
Master’s: Finance, Minors in Accounting & Law
Ecole Polytechique De Commerce/ ISEA ITL, Paris, France 1993 1994

Personal Interests

Jan-Peter Breugelmans is Regional Treasurer for Ferrari Club of America and an active member of the Trusted Advisors Council.

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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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