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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 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: When a loved one passes away—what families need to know

Podcast: When a loved one passes away—what families need to know

Estate PlanningPodcast: When a loved one passes away

It’s not easy to plan ahead for a death. But preparation can help ease the burden on those left behind.

Podcast
08/10/2026
Podcast: When a loved one passes away—what families need to know

Truist Wealth specialists discuss how advance planning for a death can help ease the burden on loved ones.

Podcast: Navigating life’s biggest transitions

Podcast: Navigating life’s biggest transitions

Business Owners Episode 44: Navigating life’s biggest transitions

Whether a change helps or hurts, it can be disruptive. Learn how to understand the impact and adapt.

Podcast
07/13/2026
Podcast: Navigating life’s biggest transitions

Hear a clinical psychologist discuss the challenges that even positive life changes can present, and advice for moving forward. | Truist Wealth

How to Choose the Right Executor for Your Estate

How to Choose the Right Executor for Your Estate

Estate planning How to choose the right executor for your estate

Learn what an executor does, how to choose the right person for the role, and when to consider additional support.

Article
07/08/2026
Article

Learn how to choose an executor for your estate, understand their responsibilities, and decide when to consider professional support.

Understanding the Value of Your Sports Memorabilia

Understanding the Value of Your Sports Memorabilia

Life and Leisure Why collect sports memorabilia: Passion, authentication, value, and possibility

Can rare cards, athlete autographs, and historic gear play a position in your portfolio?

Article
06/12/2026
Article

Explore how sports collectibles fit into a wealth strategy, including risks, returns, authentication, and portfolio diversification considerations.

Podcast: The hidden risk behind business success

Podcast: The hidden risk behind business success

Financial Planning Episode 43: The hidden risk behind business success

The unique personal financial risks business owners face—and how planning can help.

Podcast
06/08/2026
Podcast: The hidden risk behind business success

Learn why personal financial planning is challenging for business owners, and explore strategies for addressing business and personal planning together. | Truist Wealth

Episode 42: The trust trap: How scammers target seniors and their wealth

Episode 42: The trust trap: How scammers target seniors and their wealth

Risk Management Episode 42: How scammers target seniors

Older people can be vulnerable to online scams. Learn how to help recognize and defend against the risks.

Podcast
05/11/2026
Episode 42: The trust trap: How scammers target seniors and their wealth

Learn the ways criminals try to exploit older people online, and how families can better recognize risks and support their loved ones. | Truist Wealth

529 Plan Education Funding: Tax Benefits, Rules, and Planning Strategies

529 Plan Education Funding: Tax Benefits, Rules, and Planning Strategies

Financial Planning Education funding through a 529 plan

12 questions to ask before opening a 529 account

Article
05/06/2026
Article

Learn how a 529 plan can help fund education with tax advantages, contribution flexibility, beneficiary rules, financial aid considerations, and SECURE Act updates.

Unsecured Lending: A Smart Personal Loan Strategy

Unsecured Lending: A Smart Personal Loan Strategy

Financial Planning 4 reasons to explore unsecured lending

How personal loans can help you increase liquidity without changing your investing plan

Article
04/20/2026
Article

Discover four reasons unsecured personal loans can help you move quickly, access capital, and keep your portfolio intact.

Mitigating Risks: Why Third-Party Escrow Matters

Mitigating Risks: Why Third-Party Escrow Matters

Attorneys and Law Firms Mitigating risk: Advantages of using independent third-party escrow

Explore the benefits a bank can bring to your next escrow transaction.

Article
04/14/2026
Article

Discover how using independent third-party escrow services can reduce legal risk, prevent fraud, and enhance client confidence.

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    Component ID : "accordionGridLayout-1592833808"
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    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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    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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