RESERVE NextGen Education

Introducing our exclusive new RESERVE NextGen Education program

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.

Lost Wealth
The vast majority (70%) of family wealth is depleted by the 2nd generation (your inheritors), and nearly all of it (90%) is lost before the end of the 3rd generation (their inheritors).1

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:

  • Personal money management
  • Investing
  • Risk management
  • Wealth preservation
  • Philanthropy
  • Prenuptial agreements

To learn more about this innovative educational offering, talk to a SunTrust advisor today.

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Articles and resources that can help you on your journey.

Strategies for more effectively managing company stock and benefits as part of your overall wealth plan to mitigate portfolio risk and enhance liquidity.

 

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Looking to better align your portfolios with your social conscience? A growing number of impact funds provide a means of funneling capital to socially worthy endeavors while still achieving a competitive rate of return.

 

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DISCLAIMERS

1 "Future of Estate Planning — Prepare Heirs to Receive and Manage the Assets They Inherit,” NAEPC Journal of Estate & Tax Planning, June 2010

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