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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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The Truist 2025 Year-End Tax Planning Guide is here. 

The tax code has changed. See how it might affect your strategies for 2026 and beyond.

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The Impact of Purpose

Find inspiration from Truist thought leaders to spark innovation and chart a stronger course.

Download Now (PDF) to read about the impact of purpose.
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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Business Succession Planning: Strategies for a Smooth Transition

Business Succession Planning: Strategies for a Smooth Transition

Business transition Business succession: Do you have a plan?

Put your company—and your family—on a path to future success.

Article
11/04/2025
Article

Secure your company’s future with effective business succession planning. Learn strategies, key documents, and tips for a seamless leadership transition.

Podcast 36: Monica Wooden’s Journey: A Leadership Story

Podcast 36: Monica Wooden’s Journey: A Leadership Story

Leadership Episode 36: Monica Wooden’s journey: A leadership story

Learn how one entrepreneur beat the odds, grew a company, and created a philanthropic legacy.

Podcast
11/03/2025
Podcast 36: Monica Wooden’s Journey: A Leadership Story

Monica Wooden discusses her co-founding of a tech company during the dot-com bust, how she grew and then sold the company, and her philanthropic philosophy.

Divorce Financial Planning: Secure Your Wealth & Future

Divorce Financial Planning: Secure Your Wealth & Future

Financial Planning Divorce: Understanding the financial facets

Creating a trusted team is vital to personal and financial success.

Article
10/26/2025
Article

Learn expert strategies for managing wealth during and after divorce: asset division, retirement planning, protect your finances, build long-term security.

Changing Role of Women in Managing Family Wealth

Changing Role of Women in Managing Family Wealth

Investing and Retirement The changing role of women in managing family wealth

Focusing on life priorities is a team effort

Article
10/26/2025
Article

Women now control around 34% of U.S. personal wealth. Discover how women are taking a hands-on approach to investing, retirement, and managing family wealth.

Dodge the Pitfalls of Family Business Transition

Dodge the Pitfalls of Family Business Transition

Business transition Dodge the pitfalls of family business transition

Building the right team can help smooth the process.

Article
10/23/2025
Article

Family business transitions are complex. Learn how to avoid common pitfalls with expert advice from Truist Wealth and keep your business and family thriving.

Investing in Wine & Wineries: Grow Wealth Through Passion

Investing in Wine & Wineries: Grow Wealth Through Passion

Lifestyle Invest in your passions: Wine and wineries

A case for fine wine investment

Article
10/13/2025
Article

Discover how investing in wine and wineries can diversify your portfolio and fuel your passion. Explore wealth strategies with Truist.

Podcast: The impact of divorce on family wealth

Podcast: The impact of divorce on family wealth

Financial Planning Episode 35: The impact of divorce on family wealth

Learn how a trusted financial advisor can play a key support role during a divorce.

Podcast
10/06/2025
27 minutes
Podcast: The impact of divorce on family wealth

Oscarlyn Elder and guests discuss the financial and emotional impacts of divorce, and the support role that a wealth advisor can play in the process.

Long-Term Care Strategies: Planning for Care, Costs, and Legacy

Long-Term Care Strategies: Planning for Care, Costs, and Legacy

Financial Planning Building care into your long-term plans

The important, and often overlooked, role of long-term care in the legacy planning of high-net-worth families.

Article
09/26/2025
Article

Explore long-term care strategies, like home versus facility care, cognitive decline planning, insurance options, and financial safety for aging loved ones.

Episode 34: Digital security: Protecting wealth and privacy in a connected world

Episode 34: Digital security: Protecting wealth and privacy in a connected world

Risk Management Episode 34: Protecting wealth, privacy in a connected world

Learn expert tips for defending yourself and your loved ones from hackers who target wealthy people.

Podcast
09/08/2025
Episode 34: Digital security: Protecting wealth and privacy in a connected world

Oscarlyn Elder and guest Charlotte Edwards discuss how hackers target wealthy individuals, and offer tips for defending yourself online.

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    Component ID : "accordionGridLayout-1592833808"
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