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Truist Perspectives

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.

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.

Private Equity Investing Explained

Private Equity Investing Explained

Investing and Retirement Private equity investing, explained

Get an overview of this complex asset class, which includes venture capital.

Article
01/27/2026
Private Equity Investing Explained

Private equity investing, including venture capital, is a hot financial topic. Here’s an overview of this complex asset class—and some points to keep in mind.

How Real Estate Investment Trusts (REITs) Can Help Diversify

How Real Estate Investment Trusts (REITs) Can Help Diversify

Investing and Retirement Get “real” investment diversification with real estate investment trusts (REITs)

Certain conditions could fuel fresh REIT opportunities.

Article
01/27/2026
How Real Estate Investment Trusts (REITs) Can Help Diversify

Learn how certain conditions offer fresh opportunities for real estate investment trusts and how you can leverage them to diversify investments.

Deferred Compensation: The Pros and Cons

Deferred Compensation: The Pros and Cons

Investing and Retirement Deferred compensation: The pros and cons

Is it better to put some off today for a better future?

Article
01/23/2026
Deferred Compensation: The Pros and Cons

For many highly compensated executives, nonqualified deferred compensation (NQDC) plans will serve as a major source of retirement income.

Episode 38: Investing with discipline in 2026

Episode 38: Investing with discipline in 2026

Investing & Retirement Episode 38: Investing with discipline in 2026

Look beyond daily headlines to history and data for insights, says Keith Lerner of Truist Wealth

Podcast
01/07/2026
Episode 38: Investing with discipline in 2026

Keith Lerner, chief market strategist at Truist Wealth, shares his outlook for the markets in the U.S. and globally in 2026 by focusing on the lessons of history and analysis of the data.

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    Component ID : "accordionGridLayout-1592833808"
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