About Wealth Management, Wealth management, SunTrust private wealth management

About Wealth Management

Successful individuals and families understand the value of professional advice in achieving their financial goals. For more than a century, we have helped multiple generations navigate the opportunities and challenges that come with significant financial assets through innovative thinking.

As a Private Wealth Management client you are supported by a dedicated team of experts who understand and anticipate your needs, making sure that every contact you have with us is valuable. Additionally, financial planning and investment management needs differ from individual to individual based on priorities, life circumstances and assets. As such, SunTrust provides two levels of its Private Wealth Management offering, both with many valuable services and benefits:

Private Wealth ManagementPrivate Wealth Management RESERVE

Designed for clients with $1MM-$5MM in investible assets

Financial Planning – Your advisor leads the discovery around your circumstances and employs industry-leading planning solutions to ensure that your plan reflects your and your family’s specific goals and objectives, is in line with your values and enhances your financial well-being.

Quality investment management and advice – We adhere to a straightforward and disciplined process when selecting investments. The investment strategies we deliver are tailored to your individual financial goals, however simple or complex those may be.

Complete banking and cash management services – These include portfolio checking, savings, CDs and safe deposit storage, as well as comprehensive statements that provide a consolidated view of multiple accounts.

Customized lending solutions – Your status entitles you to an expanded product offering, preferred rates and expedited lending options*.

Exclusive mortgage solutions – Private Wealth clients have access to priority processing and a dedicated mortgage service center.

Private Wealth Management Credit Card – This exclusive card provides cash back and travel advantages, plus a 24-hour concierge service.

Access to private events – Look for invitations to customized entertainment and educational experiences that reflect your interests, as well as the personality of your local area.

Client Care Center – Our highly trained staff are available by phone seven days a week with extended hours into the evenings, weekends, and select holidays to assist Private Wealth clients with any need.

Designed for clients with $5MM-$25MM in investible assets

All of the same benefits of Private Wealth Management plus:

  • Access to specialized expertise in all financial planning and investment management areas, such as Trust Advisors knowledgeable in philanthropy and estate planning issues and Credit Advisors who can advise on strategic uses of credit. Due to the expertise and depth of your entire team you will be exposed to sophisticated strategies and products that address the complexities and tax considerations of clients with significant wealth.
  • A personalized, tax-efficient cash flow plan that coordinates with your legacy and wealth transfer goals
  • Access to exclusive events featuring industry experts and thought leaders
  • The opportunity to gain market insights from and engage in dialogue with SunTrust’s Chief Investment Officer
  • Personal excess liability insurance offering with a premiere insurance product. Clients receive a discount over individual policies, protecting their lifestyle and legacy**
  • Concierge level services including fraud response and tax planner liaison services
  • Healthcare advocacy services that provide comprehensive, personalized solutions for an improved healthcare experience**
  • Discounts on products and services from companies such Delta Private Jets**

GenSpring Family Offices, a SunTrust affiliated firm, provides services for clients with over $25MM in investable assets. Click here for more information.


*All loans are subject to approval

**Offered through an unaffiliated third party

Investment and Insurance Products:

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

© 2017 SunTrust Banks, Inc.

Equal Housing SunTrust Bank is an Equal Housing Lender. Member FDIC.

Equal Housing Equal Housing Lender. SunTrust Mortgage, Inc.

SunTrust, SunTrust Mortgage, SunTrust PortfolioView, SunTrust Robinson Humphrey, SunTrust Premier Program, AMC Pinnacle, AMC Premier, Access 3, Signature Advantage Brokerage, Custom Choice Loan and SunTrust SummitView are federally registered service marks of SunTrust Banks, Inc. All other trademarks are the property of their respective owners.

Services provided by the following affiliates of SunTrust Banks, Inc.: Banking products and services are provided by SunTrust Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank, SunTrust Delaware Trust Company and SunTrust Banks Trust Company (Cayman) Limited. Securities, brokerage accounts and insurance (including annuities) are offered by SunTrust Investment Services, Inc., a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by SunTrust Advisory Services, Inc., and GenSpring Family Offices, LLC, each of which is registered as an investment adviser with the U.S. Securities and Exchange Commission. Mortgage products and services are provided by SunTrust Mortgage, Inc.

SunTrust Mortgage, Inc. - NMLS #2915, 901 Semmes Avenue, Richmond, VA 23224, 1‐800‐634‐7928. CA: licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act, IL: Illinois Residential Mortgage Licensee #MB‐989, Department of Financial and Professional Regulation, 100 W. Randolph, Suite 900, Chicago, IL 60601, 1‐888‐473‐4858, MA: Mortgage Lender license #‐ML‐2915, NJ: Mortgage Banker License ‐ New Jersey Department of Banking and Insurance, NY: Licensed Mortgage Banker—NYS Department of Financial Services, and RI: Rhode Island Licensed Lender.

"SunTrust Advisors" may be officers and/or associated persons of the following affiliates of SunTrust Banks, Inc.: SunTrust Bank, our commercial bank, which provides banking, trust and asset management services; SunTrust Investment Services, Inc., a registered broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products; SunTrust Advisory Services, Inc., a SEC registered investment adviser which provides Investment Advisory services.

SunTrust Private Wealth Management, International Wealth Management, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by SunTrust Bank, SunTrust Banks Trust Company (Cayman) Limited, SunTrust Delaware Trust Company, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc.

SunTrust Bank and its affiliates do not accept fiduciary responsibility for all banking and investment account types offered. Please consult with your SunTrust representative to determine whether SunTrust and its affiliates have agreed to accept fiduciary responsibility for your account(s) and if you have completed the documentation necessary to establish a fiduciary relationship with SunTrust Bank or an affiliate. Additional information regarding account types and important disclosures may be found at www.suntrust.com\investmentinfo.

SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of SunTrust Banks, Inc. and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRA and SIPC.