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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

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.

Download Now (PDF)

Purple Paper

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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