Work with a team of advisors who are highly experienced in building and helping to sustain a legacy aligned with your values.
Sustaining your legacy
Sustainable growth. Meaningful impact. We’ve built our foundation on the belief that it’s possible to simultaneously leverage family wealth in a thoughtful manner while enhancing its positive impact for family members.
More than advice. Advocacy.
Preserving your values. Fostering your legacy. As wealth grows, you’ll encounter challenging decisions and unique possibilities. Strategies like tax planning, philanthropy, and legacy planning need the kind of proactive, sophisticated advice to inspire those you love and the causes you hold dear.
Discover the 10 elements of managing significant wealth.
Connect to better ways to help grow and transfer your wealth—while realizing your full ambitions. Truist Wealth’s Center for Family Legacy, along with your GenSpring team, help you plan for lasting success. Let us focus on the complexities, so you so can focus more on enjoying meaningful moments.
Successful wealth management goes well beyond the portfolio. It’s about engaging all forms of your family capital to make critical, multigenerational decisions—financial (what your family owns), human (your family members), and intellectual (what your family knows). All delivered through a unique experience for you.
A level of service in line with your wealth. GenSpring focuses exclusively on serving ultra-high-net-worth clients.
Expect a full range of services that span investing, private banking, tax and estate planning, risk management, family governance, philanthropy, and family education.
Specialists who understand the challenges of families with significant wealth.
Unique access to sophisticated solutions and portfolio customization strategies.
Peer-to-peer learning networks that help facilitate conversations between families that are geared toward women and wealth, family collaboration, and the next generation.
Family governance and family education
Engage Truist Wealth’s Center for Family Legacy to create a customized experience to help sustain and enhance your wealth.
Access to technology specifically designed to provide transparency across portfolios and providers.
Advice and planning
Different goals, specific needs. They call for a distinct experience and plan for each client. That’s why we bring together a collaborative community of individuals, families, and experienced professionals for you—to help grow, sustain, and deploy wealth in a way that will further your family’s enduring values. Your relationship with us is unique, and our advice is integrated across a combination of subject areas we’ve defined as the Essential Elements of Wealth.
It all starts with a series of in-depth planning conversations. Your advisor will help you create custom cash flow, wealth accumulation, and
It all starts with a series of in-depth planning conversations. Your advisor will help you create custom cash flow, wealth accumulation, and wealth disposition forecasts. We can support you with:
Multi-generational goals-based financial planning
Coordination of individual, fiduciary and business tax planning1
Assistance in business transition/succession plans
Delivery of services and solutions unique to your needs
In addition to custom credit, you’ll have access to specialized banking solutions that include:
Aircraft, marine, art, and estate lending
Investment and commercial real estate financing
Preferred pricing on mortgages
Treasury management services
A thorough family risk assessment helps to ensure appropriate asset protection and insurance strategies are in place. And that your portfolio holdings are adequately aligned to your family’s goals.
Together, we can explore various long-term care funding strategies as well as review life, disability, and liability coverages.2
Transparent and actionable. Our investment specialists will provide you customized strategic and tactical asset allocation guidance.
We rigorously evaluate and monitor all the traditional, alternative, and private equity strategies that are available through our open architecture investment platform.
Each investment decision is carefully aligned with your Investment Policy Statement and documented.
Effective and tax-efficient wealth transfer takes careful planning and communication.
Along with conducting strategic estate, gift, and generation-skipping tax planning1, we’ll provide ongoing administration and monitoring of your estate plan and trusts. And, advice on any opportunistic or event-driven wealth transfer opportunities1.
Let’s work to meet your trust and estate planning needs. We can serve in a fiduciary capacity—from trust planning1 and formation to administration, management, and executor services.
If engaged as your corporate trustee or successor trustee, we’ll handle your personal, charitable, dynasty, insurance or Delaware trust needs.
Your philanthropic endeavors, put into action. From clarifying your family’s charitable goals to establishing a philanthropic mission statement, we’re here to support you.
We can help you identify the right charitable structure, establish and manage a private foundation, ensure proper foundation governance, and educate and engage the next generation3.
Along with invitations to exclusive peer learning events for you and your family, you’ll have access to customized family learning.
We’ll focus on both the technical and emotional aspects of family wealth, along with personalized coaching and mentoring for next-generation family members3.
Specialized expertise is available to help your family: