Find an advisor for your wealth planning.

Risk management and asset protection

Protecting what you truly care about. Your assets. Your lifestyle. Your loved ones. We’ll create a customized plan for every phase and aspect of your life.

More than just insurance

Careful planning can help safeguard your assets from unexpected misfortunes and preserve your wealth for future generations.

Protect all of your assets

Think about your non-liquid assets for a moment. 

Real estate. Vehicles. Artwork or other collectibles. We’ll help ensure that you have the right protection based on the type and title holder of each asset.

Own a small business? 

We can help with all facets of transition planning, including:

  • Liquidity and estate taxes
  • Deferred compensation
  • Supplemental disability
  • Business continuity policies
  • Life and long-term-care insurance

We’ll connect you with one of our insurance partners to help ensure you get the full range of coverage you need.

What about wealth transfer?

Wealth transfer isn’t just about distributing your assets.

It’s also about the causes you want to support. The business you may want to hand over. The heirs you want to protect, such as a special-needs family member.

How can families prepare for a successful transition? It’s an important question—and one we’re dedicated to answering. Our latest research paper explores insights collected across 16 years from 120 client families.

Explore our findings

Let’s talk about the most effective way to transfer your wealth, including protecting your assets, shaping your legacy, and providing financial security for those you love.

Think about future healthcare costs.

It’s an easy thing to overlook.

But even for affluent families, an unexpected healthcare event can take a major financial toll and diminish the retirement and legacy you envisioned.

Protect both your retirement assets and your current lifestyle by building future healthcare costs into your plan. A Truist advisor can help you estimate how much to set aside for out-of-pocket healthcare expenses. And we can help you plan for possible extended care costs as well.

Preserve your lifestyle.

What does lifestyle mean to you? Travel? Philanthropy? Family time?

We’ll get to know the meaning and importance of your particular lifestyle. Then we’ll build it into your risk management plan. This will help ensure that your most vital interests have the protection they deserve.

Safeguard your business.

Is there a clear division between your personal and business assets? 

For example, do you run your business out of your home, or from a separate property?

Talk to us about everything you need to plan for. We cover business continuity and succession, including executive compensation, key person and buy/sell insurance, estate equalization, employee stock ownership plans, healthcare plans, and more.

We’ll connect you with a Truist Life Insurance Services or Marsh McLennan Agency partner to help ensure you get the full range of coverage you need.

Connect with an advisor

Ready to take a deeper dive? 

Insights gives you access to the Truist Investment Advisory Group (IAG)—our team of seasoned investment analysts and thought leaders. Get timely research, actionable insights, and the story behind the latest news through articles, podcasts, publications, and videos.

Get Insights on access to seasoned thought leaders

Expand your perspective 

Delve into concepts and viewpoints from our thought leaders with articles and podcasts geared to current investing and retirement issues.

Financial Planning Episode 43: The hidden risk behind business success

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

Learn why personal financial planning is challenging for business owners, and explore strategies for addressing business and personal planning together. | Truist Wealth
06/08/2026
Podcast
06/08/2026
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.
06/08/2026
Podcast
06/08/2026
Podcast: The hidden risk behind business success

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.

Learn the ways criminals try to exploit older people online, and how families can better recognize risks and support their loved ones. | Truist Wealth
05/11/2026
Podcast
05/11/2026
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.
05/11/2026
Podcast
05/11/2026
Episode 42: The trust trap: How scammers target seniors and their wealth

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.

Oscarlyn Elder and guest Charlotte Edwards discuss how hackers target wealthy individuals, and offer tips for defending yourself online.
09/08/2025
Podcast
09/08/2025
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.
09/08/2025
Podcast
09/08/2025
Episode 34: Digital security: Protecting wealth and privacy in a connected world
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    Component ID : "accordionGridLayout-1194370725"
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