Competing effectively today. Positioning your firm for the future. You’ll get the benefit of a trusted financial partner for your firm and its professionals.
Strategic growth opportunities. Employee benefits. Risk management. Our dedicated legal specialty group stays on top of industry-wide financial trends and best practices—so you can focus on your profession.
Firm and attorney planning—on the same page
What happens at the top of your organization impacts everyone—it’s the nature of a growing and evolving firm. (Think benefit and resource changes, and fluctuating partner capital levels.) Our team approach helps keep business planning and individual attorney planning on the same page.
Whatever your plans, our goal is to guide you toward unbiased financial solutions that make sense. For your profession, your lifestyle, and your cash flow needs. And we do this by listening, thinking, and drawing on our deep resources in planning, investing, banking, and lending.
Established partners. New partners. Associates. All vital to your firm’s success—all with different financial opportunities and challenges. Our advisors can help attorneys establish a strong financial foundation and give you back some much-needed time.
Prepare to go farther
Highly compensated but illiquid
How can you more effectively manage cash flow when profit distributions are often heavily skewed toward the latter half of each year?
Are there financial strategies that will enable you to pay quarterly estimated income taxes without depleting cash on hand?
Supplemental benefit decisions
What additional savings plans are available to partners at your firm or can be added (e.g., a profit-sharing plan, a cash balance plan, and/or a nonqualified deferred compensation plan)?
Which, if any, should you contribute to, and how will those contributions impact your income and outflows?
Do you have your retirement assets optimally allocated between tax-deferred, taxable, and tax-free accounts?
At what age should you start taking Social Security benefits?
What are the right Medicare benefit selections for your needs?
What’s the most tax-efficient strategy for drawing-down assets to generate income
Truist is one of the largest banks in the U.S. And we have a team of dedicated advisors across the country along with a branch network of more than 1,600 locations from Greater Washington, D.C., Virginia, and Maryland through the Carolinas and Georgia, Florida, Texas, and beyond.
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Get started by finding a Truist Wealth advisor.
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