The 25 best practices of multi-generational families | Truist
Center for Family Legacy 25 best practices of multigenerational families
Ways to improve your odds of sustaining wealth across generations
Learn best practices around cohesiveness, governance, philanthropy, and planning that multigenerational families are using to sustain their wealth.
Safeguard Your Family’s Future in 6 Simple, Effective Steps
Center for Family Legacy Safeguarding your family’s future in 6 steps
With just a few simple tools and the right mindset, you can plan for your family’s future and a lasting legacy.
Discover how emotional alignment and planning can secure your family legacy for generations.
What is a family story? Share it to build stronger bonds
Center for Family Legacy Build stronger bonds—share your family story
Teaching younger family members about their shared history helps the family’s values and purpose endure.
Sharing your family story with younger members is an important way to make sure the family’s purpose endures. Storytelling helps them understand.
Providing financial and career education to your family
Center for Family Legacy Providing financial education to your family
Preparing for wealth transfer requires financial literacy, career education and exploring shared values.
Preparing for wealth transfer takes more than financial literacy—career education and exploring shared values also are important. It starts at a young age.
Next-gen personal and professional development
Center for Family Legacy Next-gen personal and professional development
Strategies to support the next generation’s desire to become wealth creators.
Educating your next generation on career skills, entrepreneurship, and leadership provides them with a foundation that’s critical to success.
Make Buying or Building Your Dream Vacation Home a Reality
Lifestyle What makes the perfect vacation home?
Your Truist Wealth advisor can help make your dream second home into a reality.
Learn three areas to consider when planning to finance a second home and how a Truist advisor can help you get one step closer to meeting your goals.
Luxury Travel Planning Tips To Capitalize on Market Growth
Lifestyle The new era of luxury travel
Growth in the luxury travel sector gives you new opportunities for unique getaways.
Learn how a wealth advisor can help you take advantage of recent growth in the luxury travel sector, and find opportunities for unique getaways.
Episode 30: Raising independent heirs: Balancing wealth and self-reliance
Center for Family Legacy Episode 30: Raising Independent Heirs
Drew Egan of the Center for Family Legacy on providing for your children while fostering self-reliance.
Drew Egan, of the Truist Wealth Center for Family Legacy, talks with Oscarlyn Elder about the challenge that parents with wealth face in raising children to become independent, self-reliant adults.
Strategies to transcend cross-generational communication gaps
Center for Family Legacy Bridging the cross-generational communication gap.
Strategies to help communicate across generations.
Learn communication strategies to address differences in generational communication regarding technology, gratification, traditions, and generalizations.
Podcast
I've been meaning to do that
Join Truist Wealth’s Co-Chief Investment Officer, Oscarlyn Elder, to learn how purpose can impact your portfolio.
Our insights
From in-depth market commentary to trends impacting the broader economy, our advisors deliver insights that will help you understand where markets are today and where they may be headed tomorrow.
Wealth perspectives
Go beyond the numbers with our latest thought leadership on a variety of topics, including generational wealth, that show how purpose—your purpose—is at the heart of all we do.
Work with us
Your family brings its unique legacy and vision. We bring strategies and solutions. Together, we’ll move forward with purpose. Connect with an advisor who can help to navigate the challenges and opportunities of generational wealth.