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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.

Featured resources

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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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.

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.

Podcast: What We Learned About Family and Purpose in 2025

Podcast: What We Learned About Family and Purpose in 2025

Center for Family Legacy Episode 37: What we learned about family and purpose in 2025

Hear inspiring stories from recent guests who share how family influences our planning, goals, and values.

Podcast
12/08/2025
Podcast: What We Learned About Family and Purpose in 2025

Favorite moments from recent episodes that demonstrate how families influence our plans, goals, and values.

How to Reduce Loss Aversion When Investing: Expert Tips

How to Reduce Loss Aversion When Investing: Expert Tips

Investing and Retirement Tips to reduce loss aversion

Loss aversion can cause long-term challenges for investors. Learn how you can overcome it.

Article
12/01/2025
Article

Overcome loss aversion in investing with proven strategies. Learn how to manage emotions, diversify, and stay focused on long-term financial goals.

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.

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    Component ID : "accordionGridLayout-1592833808"
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