Natalie Smailes

Natalie R. Smailes
Senior Vice President Managing Director of Client Development

Wake Forest

Wake Forest, NC 27587

Natalie.Smailes@Truist.com

Phone 919-270-0740

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About me

Background

Natalie Smailes is a Managing Director of the Center for Family Legacy, delivering ultra-high-net-worth families with tailored advice designed to increase their chances of sustaining wealth over generations. In this role, Natalie works alongside wealth advisors to help clients identify their personal and business wealth objectives and develop appropriate methods for governing their shared assets. Natalie provides her expertise to the delivery of family meetings and education programs, and she works with the Center for Family Legacy Governance and Education teams to manage and implement their efforts.

Natalie has over 30 years of experience working with ultra-high-net-worth individuals and addressing their needs for financial planning, insurance, investment management, estate planning, and banking. She joined Truist Wealth in 2015, first working as a wealth advisor and financial advisor, then joined the Center for Family Legacy three years later. Prior to that, she worked at First Citizens Bank and First Union Bank in their wealth management groups. 

Education

Bachelor of Economics
Furman University 1984 1988

Personal Interests

Natalie is a mother to her sons Jake and Josh and grandmother to her grandson Kuba. She is also a native Ohioan, has spent time living in Denver, Colorado and currently resides in Wake Forest, NC. Natalie served as the Secretary and President of the North Carolina Community Foundation for Wake County for 10 years. In her tenure, she worked to develop the Board as well as to develop a greater presence for the foundation within the community by increasing Board Membership three-fold and establishing an annual fundraising event. In her free time, Natalie enjoys yoga, open water swimming events and cooking.

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

  • 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

Accomplishments

Performance Excellence Award*
Truist 2020
*The Truist Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

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