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