Family wealth management, Family wealth planning, Family Wealth

Family Wealth

Trust and estate administration is the backbone of our heritage and expertise at SunTrust Private Wealth Management. Our track record of fiduciary and family wealth management excellence goes back nearly two centuries, making us one of the oldest and most experienced trust and estate firms in the nation.

Our strong tradition of serving multigenerational wealth gives us insights into estate issues1 and the shifting dynamics that families encounter. We believe that by building a close personal relationship with you and your family, we are better able to anticipate the needs of future generations.

Research shows that most wealthy individuals and families would prefer to pass on the majority of their wealth to their children, grandchildren and other heirs.2 Nonetheless, they often struggle with the question of how to accomplish that goal while still providing for their own needs and adequately preparing the next generation to handle the responsibilities of significant wealth.

A Private Wealth Management advisor can help you understand the purposes and benefits of various trust vehicles, provide educational support for future generations and address any other concerns you have about family wealth planning.

  • Trusts under will
  • Living trusts
  • Wealth-protection trusts3
  • Charitable trusts
  • Special needs trusts
  • Family education

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.

2Source: Wealth & Values, © 2000–2007 HNW, Inc., All rights reserved.

3Insurance products and services are offered through SunTrust Insurance Services, Inc., a licensed insurance agency.

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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