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Your law firm’s financial partner

We understand that managing your firm's finances and personal wealth requires specialized expertise and a deep understanding of the legal profession. As your financial partner, we allow you to focus on what matters most—serving your clients and growing your practice.

From customized planning and guidance to sophisticated wealth management strategies, our specialists provide the focused attention and knowledge that legal professionals expect.

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Already a client? Reach us at truistwealthlegalspecialtygroup@truist.com.

Not yet a client? Let’s get started. Just provide a few pieces of information, and a carefully chosen specialist will follow up according to your preference. All fields are required unless indicated as optional.

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Featured insights

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An alternative to fee structures

Our long history with highly successful plaintiffs’ law firms and attorneys have helped us develop unique strategies to meet your distinctive capital, investment, and tax mitigation needs.

Thought leadership

Want to dive deeper?

The articles in Truist Perspectives offer a window into what’s working for investors, communities, businesses, and markets.

Podcast

I’ve been meaning to do that

Our podcast features Truist Wealth’s Co-Chief Investment Officer, Oscarlyn Elder. Join us for a discussion on how to focus on what really matters.

Additional recommendations

Financial planning

We can deliver a personal financial plan especially suited to your needs and values.

Wealth banking

Unlock the full potential of our premium banking services and optimize your cash flow.

Wealth lending

Get access to exclusive services and lending professionals who specialize in strategic credit.

Investing and retirement

Invest with purpose, mitigate unnecessary risk, and plan for a secure retirement.