While certain elements of wealth management, such as goals-based planning, are universal, individual needs vary greatly depending on where you are in your life journey. Your wealth, your goals and your needs aren’t static. They will continue to evolve over time. At SunTrust, we’ve structured our offering to adapt to your life — ensuring that you’ll have access to the expertise and resources you require, no matter how much your situation may change. Rest assured; you will never outgrow us.
Click on any of our service levels below to learn more about how we can help meet your wealth challenges.
As part of the Signature experience for clients with $1MM+ in investments, your advisor aligns your plan with your goals and introduces solutions to meet growing wealth needs. Your relationship is led by a dedicated advisor who coordinates the necessary specialists, and entitles you to enhanced services and benefits within SunTrust.
RESERVE clients with $5MM to $25MM in managed investments have additional challenges to consider when developing a plan that aligns to their goals. To address this complexity, your advisor may introduce sophisticated solutions into your planning conversations.
The depth and expertise of your team are aligned with the complexity of your wealth, and will always be coordinated by a dedicated advisor. You can expect an elevated level of service and access to additional benefits beyond typical banking solutions.
GenSpring exclusively serves clients with $25MM+ in managed investments. In order to provide the sophisticated expertise needed to proactively advise relationships of this complexity, GenSpring strategists have our lowest client-to-advisor ratio.
Through a collaborative community of individuals, families, and committed professionals, we are focused on growing wealth in support of your family's enduring values. As a member, you are invited to join peer networking and learning events offered exclusively to GenSpring client families.
Asset requirements for program participation eligibility are based on managed assets held with SunTrust.
SunTrust 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. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction.
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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. 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., a SEC registered adviser. GFO Advisory Services, LLC is a SEC registered investment adviser that provides investment advisory services to a group of private investment funds and other non-investment advisory services to affiliates. Mortgage products and services are offered through SunTrust Mortgage, a tradename for SunTrust Bank, and loans are made by SunTrust Bank.
"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.
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