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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.

Featured resources

TAX PLANNING GUIDE The Truist 2026 Year-End Tax Planning Guide

Making informed decisions now could benefit your wealth strategy for years to come.

Download the guide
Truist Purple Paper. Managing personal wealth beyond the business. Strategies for business owners navigating growth, risk, and long-term security.
Truist Purple Paper©Managing personal wealth beyond the business

Strategies for business owners navigating growth, risk, and long-term security.
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 Head of Investment Management, Oscarlyn Elder, to learn how purpose can impact your portfolio.

 

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Podcast: Why Medicare belongs in your wealth plan

Podcast: Why Medicare belongs in your wealth plan

Financial Planning Episode 47: Why Medicare belongs in your wealth plan

Medicare isn’t just health insurance for seniors. Learn how to plan for its financial impacts effectively.

Podcast
10/06/2026
Podcast: Why Medicare belongs in your wealth plan

This episode explores how Medicare decisions can affect wealth planning, including enrollment choices, common mistakes, and issues related to health savings accounts and COBRA.

Leadership Capacity and Law Firm Growth

Leadership Capacity and Law Firm Growth

Attorneys and Law Firms Leadership capacity: The hidden constraint on law firm growth

Why strategic clarity, change agility, and human-centered leadership now define competitive advantage

Article
10/05/2026
Leadership Capacity and Law Firm Growth

Explore how leadership capacity, strategic clarity, change readiness, and organizational trust can help law firms achieve sustainable growth.

Law Firm Succession Planning and Sale Strategies

Law Firm Succession Planning and Sale Strategies

Attorneys and Law Firms Planning a sale or succession for your law firm

Transitioning your law practice is more than a transaction—it’s a defining moment.

Article
09/30/2026
Law Firm Succession Planning and Sale Strategies

Learn how valuation, transition structures, tax planning, and coordinated advice can support the successful sale or succession of your law firm.

Flying Private: Exploring the Options

Flying Private: Exploring the Options

Life and Leisure Private aviation: Find your fit

Compare the ways to fly private. Match your lifestyle and financial plan.

Article
09/21/2026
Article

Explore private aviation options, from jet cards and chartering to fractional ownership and buying a private jet.

Luxury Interior Design That Promotes Your Wellness

Luxury Interior Design That Promotes Your Wellness

Life and Leisure Luxury and longevity: Wellness upgrades for your home

Is your home supporting your overall well-being? It can with these ideas.

Article
09/14/2026
Article

Discover luxury interior design ideas that promote wellness, from wellness spaces to air and lighting systems.

Investing Biases to Avoid in Physician Wealth Management

Investing Biases to Avoid in Physician Wealth Management

Medical Professionals 5 financial biases doctors face when investing

Learn how they can impact your personal wealth planning

Article
09/11/2026
Investing Biases to Avoid in Physician Wealth Management

Discover five common financial biases physicians face and how they can impact investment decisions, portfolio performance, and long-term wealth planning.

How Physicians Can Avoid a Personal Liquidity Crisis

How Physicians Can Avoid a Personal Liquidity Crisis

MEDICAL PROFESSION Personal liquidity insights for physicians

Considerations to help give physicians’ cash flow a shot in the arm

Article
09/09/2026
How Physicians Can Avoid a Personal Liquidity Crisis

Learn strategies physicians can use to improve cash access, preserve retirement assets, and avoid unnecessary asset sales during a liquidity crunch.

Podcast: The executive’s planning challenge

Podcast: The executive’s planning challenge

Financial Planning Episode 46: The executive’s planning challenge

The complexities of executive compensation demand a thoughtful, flexible approach to wealth planning.

Podcast
09/08/2026
Podcast: The executive’s planning challenge

Truist Wealth specialists discuss the opportunities and complexities of executive compensation, managing concentration risk and liquidity, and the importance of financial goal-setting.

Find Personal Fulfillment in Your Ownership Transition Plan

Find Personal Fulfillment in Your Ownership Transition Plan

Business transitionThinking through your business transition

 

Article
08/12/2026
Find Personal Fulfillment in Your Ownership Transition Plan

Learn how to balance your personal wealth priorities with business readiness to create a successful business transition strategy.

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    Component ID : "accordionGridLayout-1592833808"
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    Disclosures

    Truist Bank, Member FDIC. © 2026 Truist Financial Corporation. Truist, the Truist logo, Truist Purple, Truist One, Truist Marquee, LightStream, and the LightStream logo are service marks of Truist Financial Corporation.

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    Investment and Insurance Products:

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    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

    Marsh & McLennan Agency LLC, Kensington Vanguard National Land Services, Crump Life Insurance Services, Truist Life Insurance Services, and P.J. Robb Variable, LLC are not affiliated with Truist Financial Corporation or any of its subsidiaries.

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    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.

    Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

    The Consumer Finance Protection Bureau (CFPB) also provides additional resources for homeowners seeking payment assistance in select languages at: https://www.consumerfinance.gov/housing/housing-insecurity/help-for-homeowners/

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