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Truist Wealth

Your financial journey is unique. Your vision, values, and aspirations are your own—and always evolving. We think your financial plan should reflect that. Let’s start making your future better, together.

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  • Attorney solutions
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  • Creating a financial plan
  • Custom banking & lending solutions
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  • Investment management
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What is your vision?

What's your vision?

Building wealth. Protecting assets. Generating income in retirement. We all want to make the best choices for a more secure financial future.

With Truist Wealth, you’ll collaborate closely with an advisor who listens, learns, and seamlessly coordinates our capabilities for your distinctive vision and values—quantifying and prioritizing your goals before translating them into strategies and solutions.

Wherever you are on your wealth journey, we’ll be right by your side, ready to evolve with you and inspire you with new ideas to help fulfill your potential.

Power to look beyond your portfolio

Power to look beyond your portfolio

Our highly-credentialed Investment Advisory Group of Truist Advisory Services, Inc., and financial planning experts will give you and your Truist advisor the tools, resources, and insight to build a powerful portfolio, including:

  • Market and economic strategy
  • Asset allocation and diversification guidance
  • Portfolio construction and investment oversight
  • Access to carefully vetted traditional and alternative asset managers

Wealth management succeeds when everything works in concert. Cash flow and liquidity solutions. Access to credit. Thoughtful risk controls. Educational savings and estate planning strategies. Each aspect should align with your investment strategy to help you reach—and even exceed—your goals.

Dynamic solutions for changing lives

Dynamic solutions for changing lives

Wealth accumulates. Goals shift. New needs arise. And your financial solutions should evolve accordingly.

Early on, your planning needs may be simple. But as your assets and family grow, more complex challenges emerge. As you build considerable wealth, issues like tax planning, philanthropy, and family legacy may begin to take center stage.

With Truist Wealth, you’ll have access to the expertise and resources you require—no matter how much your financial situation changes over time.

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Let’s work together.

Every level of wealth has its own set of challenges, opportunities, and requirements. Wherever you are along the road to financial success, we’re ready to work with you. You’ll get the precise level of expertise, resources, and solutions you need.

Truist Wealth also offers the following sets of value-added services based on your type and level of investments:

Signature

$1 million + in investments

Reserve

$5 million + in managed investments

GenSpring

$25 million + in managed investments

Signature

$1 million + in investments

When you’ve built more than $1 million in investments, managing wealth is about moving forward with assurance. Your dedicated advisor draws on the insights and expertise of specialists throughout our organization according to your needs—all to simplify the complex, manage challenges, and offer sound solutions.

Planning

  • Education planning1
  • Tax considerations1
  • Retirement accumulation
  • Asset accumulation and savings plans
  • Retirement distribution
  • Business planning considerations

Banking

  • Deposit solutions
  • Credit card
  • Mortgages
  • Home equity lines of credit
  • Personal secured and unsecured lines and loans
  • Boat/marine lending
  • Commercial real estate financing
  • Business loans

Risk

  • Risk assessment
  • Asset protection strategies
  • Life, long-term care and disability insurance2
  • Excess liability coverage assessment3
  • Income protection strategies
  • Healthcare expense considerations

Investments

  • Market strategy insights and commentary
  • Strategic and tactical asset allocation guidance
  • Customized portfolio management
  • Investment risk management & income enhancement strategies
  • Full-service brokerage offering and market-linked investments provided by Truist Investment Services, Inc.

Estate

  • Trust plan implementation
  • Estate administration and settlement
  • Estate, gift and generation-skipping tax planning
  • Wealth transfer planning
  • Ongoing trust administration and management

Learning

  • Education services: Whitepapers, articles, events, audio and videos
  • Educational events

1 Offered by Truist Investment Services, Inc.

2 Offered by Truist Life Insurance Services

3 Offered by McGriff Insurance Services, Inc.

Reserve

$5 million + in managed investments

If you have $5 million to $25 million in managed investments, prudent wealth management should prepare you for the opportunities ahead—those you can anticipate, and those you can’t. Expect a level of extraordinary access and benefits. And envision wealth well beyond your portfolio.

Planning

  • Cash flow forecasting
  • Asset accumulation and savings plans
  • Tax planning
  • Financial positions and projections
  • Business planning considerations
  • Executive compensation
  • Retirement distributions

Banking

  • Deposit solutions
  • Customized lending services
  • Credit card
  • Personal secured and unsecured lending
  • Mortgages
  • Home equity lines of credit
  • Aircraft, marine, art, and estate lending
  • Life insurance premium financing
  • Treasury management services
  • Investment and commercial real estate financing

Risk

  • Family risk assessment
  • Asset protection strategies
  • Life, long-term care, and disability insurance1
  • Income protection strategies
  • Excess liability coverage assessment2
  • Healthcare expense considerations
  • Equity and hedging monetization
  • Interest rate protection
  • Risk transfer strategies

Investments

  • Market strategy insights and commentary
  • Strategic and tactical asset allocation guidance
  • Open architecture investing platform
  • Long-term investment strategy grounded in goals based financial planning
  • Consistent and clear reporting of performance
  • Alternative investments
  • Private equity and debt offerings
  • Access to sustainable investing
  • Full-service brokerage offering and market-linked investments provided by Truist Investment Services, Inc.
  • Asset location and tax considerations

Estate

  • Will review and trust plan implementation
  • Estate, gift and generation-skipping tax planning
  • Wealth transfer planning
  • Enhanced asset protection trusts
  • Estate administration and settlement
  • Special needs trusts
  • Privately held investment management

Fiduciary

  • Trust formation and planning strategies
  • Corporate trustee and executor services
  • Trust administration and management
  • Successor trustee
  • Delaware trusts
  • Charitable trust administration
  • Irrevocable life insurance trustee
  • Dynasty trusts

Learning

  • Whitepapers, articles, podcasts
  • Exclusive educational events
  • Legacy planning
  • Next generation education focused on financial literacy3
  • Family meeting facilitation on family wealth topics: Family Communication, Sustaining Wealth Best Practices, Values & Mission, Governance & Philanthropy3

Philanthropy

  • Philanthropic strategies
  • Charitable structure evaluation
  • Private foundations and grant management
  • Donor advised funds

1 Offered by Truist Life Insurance Services

2 Offered by McGriff Insurance Services, Inc.

3 Truist Wealth Center for Family Legacy services available for an additional fee

GenSpring

$25 million + in managed investments

Substantial wealth of $25 million or more in managed investments creates exceptional opportunities to influence the near future and provide for generations to come. Your team of advisors recognizes the complexity in balancing investment management, family dynamics, and wealth priorities to build and sustain a legacy aligned with your values.

Planning

  • Multi-generational goals-based financial planning
  • Custom cash flow, wealth accumulation and capital sufficiency analysis
  • Income and wealth transfer tax planning and administration
  • Business transition planning
  • Coordination of solutions and services unique to the needs of ultra-high-net-worth clients

Banking

  • Private banking solutions
  • Aircraft, marine, art, and estate lending
  • Secured and unsecured lines of credit
  • Investment and commercial real estate financing
  • Mortgage and home equity solutions1
  • Investment lending solutions
  • Treasury management services

Risk

  • Risk management, asset protection and risk transfer insurance reviews
  • Equity hedging and monetization
  • Life, long-term care and disability insurance2
  • Healthcare expense considerations
  • Ultra-high-net-worth excess liability program (coverage availability from $10–100 million)3
  • Interest rate protection

Investments

  • Customized strategic and tactical asset allocation
  • Alternative investments, private equity and debt offerings oriented exclusively towards ultra-high-net-worth investors
  • Access to sustainable investing strategies
  • Rigorous open architecture due diligence, selection and monitoring of traditional, alternative and private capital strategies

Estate

  • Review, illustration and analysis of existing estate plan
  • Education on estate planning concepts and strategies
  • Development and communication of wealth transfer objectives
  • Strategic estate, gift and generation-skipping tax planning4
  • Ongoing administration and monitoring of estate plan4
  • Advice on opportunistic and event-driven wealth transfer opportunities4

Fiduciary

  • Advice on trust formation and planning strategies
  • Fiduciary reporting and beneficiary communications
  • Corporate trustee and executor services
  • Trust administration and management
  • Delaware trust capabilities
  • Domestic asset protection trusts
  • Dynasty trusts
  • Special needs trusts
  • Privately held investment management

Philanthropy

  • Charitable structure evaluation
  • Strategic philanthropic tax planning
  • Next generation involvement
  • Donor advised funds
  • Foundation & charitable trust administration and grant management5
  • Foundation governance5
  • Shared values and giving interests identification5
  • Philanthropic mission statement development5
  • Education on philanthropy5

Education

  • Trustee and beneficiary mentoring
  • Peer learning events geared towards women & wealth, family collaboration, and the next generation
  • Customized family learning focused on sustaining family wealth5
  • Next generation education5
  • Individual and family education5

Governance

  • Family meeting facilitation5
  • Identify shared values and develop values-driven family mission statement5
  • Develop governance system customized to unique family enterprise needs5
  • Create family policies to support implementation of shared vision for legacy5
  • Succession planning5

Wealth administration

  • Liaison with tax professional to provide tax and financial reporting
  • Secure online portal to retain key information, critical family and financial documents
  • Consolidated reporting to provide transparency across portfolios and providers5
  • Establish internal controls including budget and monitoring of accounts5
  • Manage cash balances, administer accounts payable5

1 Truist is a Member FDIC and Equal Housing Lender. ©2021 Truist Financial Corporation, Truist, Truist purple, and the Truist logo are service marks of Truist Financial Corporation.

2Offered by Truist Life Insurance Services

3Offered through McGriff Insurance Services, Inc.

4Truist personnel are not permitted to give legal or tax advice.

5Truist Wealth Center for Family Legacy services available to GenSpring clients for an additional fee.

Up to $1 million in investable assets

Whether you’re interested in banking, investing, retirement or financial planning—or if you could just use some advice on managing the financial side of your life—we’re here to help. Let’s talk about building your financial future together. Find an advisor.

Our approach for you

It’s simple—create a personal financial plan uniquely suited to you and your family’s needs and values. We want you to be confident in the progress you’re making on what matters most.

How do we accomplish that? By being thoughtful and passionately committed—going above and beyond to translate your goals into tangible actions. After all, shouldn’t a planning process adapt to you instead of the other way around?

Wealth management solutions are available from our heritage financial institutions while we fully transition to Truist.

Visit SunTrust Wealth
Visit BB&T Wealth

Specialized expertise

No two individuals are exactly alike. But certain groups and professions do share a distinctive set of financial challenges and opportunities.

That’s why we have dedicated specialty advisors who know the ins and outs of your profession or station in life. You’ll benefit from their commitment and attention to detail—it’s what sets them apart as they work to grow and protect your financial assets and security.

Sports

Professional athletes, owners, team executives, and agents rely on us to meet their investment, financing, and liquidity needs. We understand your unique earnings profile and career path—and we tailor our recommendations to address each of your complex investment management and financial planning decisions.

Entertainment

Recording artists, songwriters, and entertainment industry executives work long hours to hone their skills and advance their careers. Who has time for the financial side? Our advisors are adept at connecting, planning, and anticipating the unpredictable income streams and evolution of the entertainment professional. And we’re well versed in the nuances of your business, such as royalties and publication rights.

Legal

Whether you’re an AMLAW 200, mid-size, or boutique law firm, you’re dealing with a unique set of financial challenges, competitive pressures, and growth opportunities. And we’ve got you covered, regardless of your size.

Our dedicated Legal Specialty Group makes it their business to stay on top of industry-wide financial trends and best practices. You’ll get the benefit of their expertise—both at the firm and attorney level.

Medical

For more than a century, we’ve collaborated with physicians and their practices to bring their visions to life. From banking to brokerage to trust, we offer streamlined wealth management through customized planning, sophisticated financial solutions, and attentive service.

We fully grasp the financial implications and continual changes in the healthcare industry—and the ongoing demands on your time. And we’re equipped to partner with you to help both you and your practice group thrive.

International

Perhaps you’re a non-resident looking to domicile assets for the benefit of children, family members, or beneficiaries living in the U.S. Or maybe you’re searching for more effective ways to lessen economic risks. Whatever your objectives, we have the global market knowledge, resources, and international wealth management expertise to help you achieve them.

Our multi-jurisdictional international wealth team acts as a bank within a bank—capable of serving your family wealth as well as your business and banking needs. We maintain close working relationships with international tax and estate planning attorneys across the globe, so your U.S.-based assets can be protected and preserved.

Center for Family Legacy

Enhancing and sustaining wealth. Organizing shared values and passions into a collective vision. Preparing future generations to be responsible stewards of the family legacy. It all begins with the intentional effort of family leaders who refuse to leave the fate of their wealth to chance.

We help families like yours sustain wealth with a simple mindset—that wealth management must involve more than just managing money. It’s also about helping families make decisions about shared assets, and educating family members on the practical and emotional aspects of wealth.

Business and institutional groups

Business Transition Advisory Group – The Truist integrated advice approach enables you to align every aspect of your business transition to meet your goals. It’s a coordinated process focused on planning for the future—including life after the transition. Our advisors average more than 25 years of experience dedicated to business transition processes.

Foundations and Endowments Specialty Practice – Our singular purpose is to help you achieve your organization’s mission and amplify its charitable impact. You receive investment advisory solutions designed for you, along with seamless administrative services. Our experience positions us to address—and anticipate—your evolving and increasingly complex needs.

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Corporate Trust and Escrow Services – Today's financial and regulatory environment is constantly shifting. We provide the responsive service, efficient processes, and simplified recordkeeping to help you meet that challenge. And our skilled corporate trust, escrow, and reinsurance specialists take it a step further with a depth of insight and domestic and international expertise.

The latest research & insights

  • Market Insights
  • Truist Perspectives

Annual Outlook

2021 economic and investment outlook – The next phase

The strongest stage of the bull market—from an equity return standpoint—appears to be over. Flexibility and adaptability will be as important as ever.

Video

01/06/2021

Special Commentary

Special Commentary – Real estate opportunity as structural shift and resilience underappreciated

REITs’ industry mix is evolving. The asset class is at the most attractive price level relative to the S&P 500 in over 10 years and has catch-up potential.

Article

03/18/2021

Truist Perspectives

The essential elements of a smart financial plan

Having a comprehensive financial plan is key to making sense of your wealth ecosystem, pursuing your long-term goals, and planning a legacy for future generations.

Article

02/21/2021

Truist Perspectives

Talking with your kids about money

Financial literacy and communication are key to ensuring the transfer of generational wealth. We offer three simple tips for teaching your children about money.

Article

02/21/2021

Truist Perspectives

Invest according to your values

Article • 02/21/2021

Truist Perspectives

How the concept of VUCA can help us cope with a complex world

Article • 02/21/2021

Contact Truist Wealth

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Truist Bank, Member FDIC and an Equal Housing Lender

Investment and Insurance Products:
• Are Not FDIC or any other Government Agency Insured • Are Not Bank Guaranteed • May Lose Value

All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

Services provided by the following affiliates of Truist Financial Corporation: Banking products and services, including loans and deposit accounts, are provided by SunTrust Bank and Branch Banking and Trust Company, both now Truist Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank and Branch Banking and Trust Company, both now Truist Bank, and SunTrust Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc. (d/b/a SunTrust Investment Services, Inc.), and P.J. Robb Variable Corp., which are SEC registered broker-dealers, members FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc. (d/b/a SunTrust Advisory Services, Inc.), GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Mortgage products and services are offered through SunTrust Mortgage, a tradename for SunTrust Bank now Truist Bank. Insurance products and services are offered through McGriff Insurance Services, Inc. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, Inc., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc.

"Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist Financial Corporation: SunTrust Bank now Truist Bank, our commercial bank, which provides banking, trust and asset management services; Truist Investment Services, Inc., a registered broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products; Truist Advisory Services, Inc., an SEC registered investment adviser which provides Investment Advisory services.

Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by affiliates of Truist Financial Corporation.

Truist Securities is the trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries, including Truist Securities, Inc., member FINRA and SIPC.

New York City residents: Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

Thank you for choosing SunTrust now Truist. We welcome the opportunity to serve your financial needs. While SunTrust and BB&T have merged to become Truist, both institutions will continue to offer independent product lines for a period of time. This may include differing underwriting guidelines, product features, terms, fees, and pricing.

Our friendly teammates at your local BB&T branches will be happy to walk you through their products. You can also learn more by contacting them at 1-800-BANK-BBT or BBT.com.

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