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Truist Perspectives delivers advanced financial strategies, generational planning insights, and purposeful guidance to help high-net-worth individuals as they build lasting wealth and meaningful legacies.

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Executive Summary Bridging family beliefs and behaviors

Key insights into effective wealth transfer across generations

Learn more about our research
Truist Purple PaperSM The Impact of Purpose

Find inspiration from Truist thought leaders to spark innovation and chart a stronger course.
Download the Purple Paper (PDF)
Tune in to listen to the "I've Been Meaning to Do That" podcast.

Podcast

I've Been Meaning To Do That: From Purpose To Action

Join Truist Wealth's Co-Chief Investment Officer, Oscarlyn Elder, to learn how purpose can impact your portfolio.

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Beneficiary designations – why they are important.

Beneficiary designations – why they are important.

Estate PlanningBeneficiary designations

Reviewing your beneficiary designations can help ensure your plans reflect your current wishes.

Video
02/27/2026
Beneficiary designations – why they are important.

Help ensure your assets go to the people you choose by keeping beneficiary designations current. Learn why they matter and how updating them protects your loved ones and simplifies future planning.

Buy Sell Agreements – why they are important.

Buy Sell Agreements – why they are important.

Financial PlanningBuy Sell Agreements

A buy‑sell agreement is a legally binding contract used by business owners to control what happens to an owner’s share of the company if a major life event occurs. 

Video
02/27/2026
Buy Sell Agreements – why they are important.

Discover how a buy sell agreement can quietly shape the future of a business—and why many owners don’t realize its importance until they need it.

Preparing your child for adulthood

Preparing your child for adulthood

Estate PlanningPreparing your child for adulthood

Key legal and financial steps to help your 18‑year‑old stay protected and ready for adulthood.

Video
02/27/2026
Preparing your child for adulthood

A brief overview of legal, financial and medical planning considerations for when a child turns eighteen.

Is it a gift?

Is it a gift?

Estate PlanningIs it a gift?

Planning gifts thoughtfully helps ensure your generosity supports loved ones as you intend.

Video
02/27/2026
Is it a gift?

Giving meaningful financial gifts can involve more planning than many people expect, and this video highlights what to consider so your generosity supports loved ones the way you intend.

Medicare open enrollment

Medicare open enrollment

Estate PlanningMedicare open enrollment

An overview to help you consider your Medicare coverage and explore whether your plan still feels right.

Video
02/27/2026
Medicare open enrollment

Medicare Open Enrollment is your chance to review coverage, compare options, and ensure your plan fits your needs for the year ahead. Ends December 7, so take time to assess your choices.

Navigating long-term care

Navigating long-term care

Estate PlanningNavigating long-term care

Key long‑term care planning tips, from in‑home support to residential options, and why early prep matters.

Video
02/27/2026
Navigating long-term care

Video covering key long term care planning considerations, from in home support to residential options, and why early preparation is important.

The Role & Responsibilities of a Trustee

The Role & Responsibilities of a Trustee

Estate planning The role and responsibility of being a trustee

Advice for finding the right person to protect your legacy

Article
02/11/2026
The Role & Responsibilities of a Trustee

Learn the key responsibilities of a trustee, from fiduciary duties to trust administration, and how to select the right trustee for long-term family wealth.

Episode 39: How credit can support your wealth plan

Episode 39: How credit can support your wealth plan

Financial Planning Episode 39: How credit can support your wealth plan

A custom borrowing strategy has long-term advantages, says Elizabeth Greene of Truist Wealth

Podcast
02/09/2026
Episode 39: How credit can support your wealth plan

Elizabeth Greene, wealth lending executive at Truist Wealth, discusses the role of credit in wealth management. It can offer flexibility and keep your progress toward your long-term goals on track.

6 Key Financial Planning Priorities

6 Key Financial Planning Priorities

Investing and Retirement 6 key financial planning priorities

The power of a periodic review

Article
02/03/2026
6 Key Financial Planning Priorities

Wealth clients have specific financial goals and challenges that require periodic discussions, including retirement, managing cash flow, and asset transition.

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