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.

Find an Advisor

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.

 

Read Full Article >

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.

 

Read Full Article >

DISCLAIMERS

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

Find an Advisor near you.

Use our Advisor Finder Tool.

Find a Branch or ATM

Go

Wealth Management Resource Center

  • Global Perspective

    SunTrust Private Wealth Management’s Global Perspective provides a view of the latest global economy and market events. Read the latest report here.

  • 4 Questions to Consider Before Financing a Boat or RV

    Understanding the process when purchasing a boat or RV is essential. Here are some key considerations.

  • 7 Tips to Live an Active Retirement

    Retirement can be whatever you want it to be, as long as you start off on the right foot. Consider the following tips to achieve a surprising (and fulfilling) retirement.

  • When Retirement Happens Unexpectedly

    Nobody likes to think of being forced to leave a career unexpectedly. For a variety of reasons, though, it’s a possibility that needs to be acknowledged and for which to plan.

  • Generating Liquidity from Your Illiquid Assets

    If a sizable portion of your personal wealth remains tied up in your business, you’re likely taking on additional risk and putting pressure on your family’s cash flow situation. Here are two strategies that could help you generate much-needed liquidity.

  • Contact Us

      To speak with a Private Wealth Management advisor.

      866.495.5416