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.

What Truist Wealth GenSpring offers you

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.

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Dedicated team

Specialists who understand the challenges of families with significant wealth.

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Investment expertise

Unique access to sophisticated solutions and portfolio customization strategies.

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Collaborative community

Peer-to-peer learning networks that help facilitate conversations between families that are geared toward women and wealth, family collaboration, and the next generation.

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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.

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Complete reporting

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.

Let’s go farther, together.

Our foundation starts with a simple belief. That it’s possible to sustain family wealth in a thoughtful manner—while enhancing its positive impact for future generations.

We invite you to discover how together, we’ll uncover all the financial—and non-financial—possibilities within your grasp today, tomorrow, and for generations to come.