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

Investment and Insurance Products:

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

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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.

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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.

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