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.

Locations

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About Our Process

Hello. My name is Jan Peter Breugelmans. I'm a senior wealth advisor and managing director for Truist Wealth in Chicago. [LIGHTHEARTED MUSIC] Growing up in Europe, I was fortunate enough to be exposed to many different countries, each with its own distinct culture. But one constant was how working together with common goals and strong mutual values always made things better. I've always been fascinated with banking, especially with a deep psychological relationship families have with growing, maintaining, and transitioning wealth. It's what's driven me to partner with high net worth families, building an emotional connection with each other, and working together to curate a dynamic living and breathing plan for their entire financial universe. It's only through open collaboration that we will discover what makes you, well, you. In fact, the deeper you go and the more you share about your life, your dreams, and your aspirations, the more we can dig in together and help deliver even greater outcomes. Everything we do is based on delivering advice. This means that we're sitting on the same side of the table as you, working together to achieve your goals and working in tandem with your other advisors, such as your CPA and your attorney, so that you know you have a full, comprehensive plan. We want you to know, without a doubt, we will do what we say and keep the promises we make to you. This is why we forge such strong relationships with the families we work with. They're just like an extension of our own families. And in fact, they're our biggest advocates. So if you think we can be of service to you and your family, we look forward to hearing from you, understanding your story, and understanding your definition of success.

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