You’ve spent a lifetime creating a financial legacy. The pivotal question is whether or not your next generation will have the financial insights and skills to protect and expand it. All it takes are a few poor financial decisions or behaviors to rapidly erode your life’s work.
There’s a reason why so few intergenerational transfers of wealth end up being successful; a lack of family communication and education. Specifically designed to prepare your heirs to become responsible owners and stewards of your family’s wealth, our RESERVE NextGen Education offering focuses on teaching the vital skills that foster positive attitudes and behaviors across a range of financial topics including:
1 "Future of Estate Planning — Prepare Heirs to Receive and Manage the Assets They Inherit,” NAEPC Journal of Estate & Tax Planning, June 2010
SunTrust Private Wealth Management’s Market Perspective provides a view of the latest market events. Read the most recent report here.
Learn about the global economic backdrop, our view on global stock and bond markets, and recommendations for major investment asset class combinations in your portfolio.
Chief Market Strategist Keith Lerner discusses global and domestic economic trends and the outlook for equities and bonds as we head into the second half of 2019.
The SunTrust Weekly Market Monitor provides a view of last week’s market events.
The evolution from stay-at-home mom to independent working woman and now primary family breadwinner has been remarkable. Here’s what it means for your financial plan.
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