Private Assets, privately held investments

Privately Held Investments

Your privately held investments may comprise a large portion of your wealth, and they should be managed with the same level of skill, responsiveness and care that you would expect from your publicly traded investments. Yet few financial service companies have the necessary expertise to successfully manage these investments.

SunTrust’s privately held investments (PHI) team can help you achieve a wide range of objectives. The team’s experience includes purchasing, managing and leasing interests in oil, mineral, gas, timber, real estate, closely held businesses and other privately held assets.

What sets SunTrust apart?

SunTrust offers you decades of experience handling the intricacies of privately held investments. Consider our credentials:

  • We manage $2.3 billion in PHI, including $1.4 billion in closely held businesses.
  • We manage more than 2,100 real estate assets across the nation.
  • Our 47 private asset professionals average more than 20 years of experience in the field.

How can SunTrust help you?

SunTrust offers seasoned guidance and innovative solutions to maximize the value of your assets.
Consider our services:

  • Oversight of receipt, purchase, sale and delivery of assets
  • Collection of receivables, such as dividends, royalties and rent
  • Payment of disbursements, such as taxes and insurance
  • Coordination of services, such as legal, architectural and appraisal services
  • Negotiation of investment transactions, such as sales and leases

What can you expect from SunTrust?

SunTrust will work with you to understand your privately held investments goals and priorities.
Among our services:

  • Structuring asset ownership to minimize liability
  • Planning and executing complex transactions, such as charitable remainder trusts and business succession planning, in consultation with your tax advisor and attorney1
  • Integrating the investment strategies of your liquid and illiquid assets
Disclaimers

1SunTrust Bank and its affiliates and the directors, officers, employees and agents of SunTrust Bank and its affiliates (collectively, “SunTrust”) are not permitted to give legal or tax advice. While SunTrust can assist clients in the areas of estate and financial planning, only an attorney can draft legal documents, provide legal services and give legal advice. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction or estate plan. Because it cannot provide legal services or give legal advice, SunTrust’s services or advice relating to “estate planning” or “wealth transfer planning” are limited to (i) financial planning, multigenerational wealth planning, investment strategy, (ii) management of trust assets, investment management and trust administration, and (iii) working with the client’s legal and tax advisors in the implementation of an estate plan.

Contact Us

To speak with a Private Wealth Management advisor:

  • 866.495.5416

Securities, Investment and Insurance Products and Services:

  • Are Not FDIC or any other Government Agency Insured
  • Are Not Bank Guaranteed
  • May Lose Value

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