What steps have you taken to actively protect its future? Do you have a succession plan and a strategy to monetize the value you’ve created? If so, when was it last reviewed?
Perhaps you need key person insurance to ensure future business continuity. You might be considering an insurance policy as a means to fund a partner buy-sell agreement. Or maybe you’d like to better understand how insurance and trusts can be used in tandem to transfer your business interests to the next generation more tax efficiently.
Working together with our corporate and investment bankers and risk management specialists, your SunTrust advisor can help you explore a variety of solutions to safeguard both the present and future of your family business, including:
Asset protection: Insurance offered by SunTrust Investment Services, Inc:
Learn how business owners can maximize future earnings by structuring a thoughtful and thorough transition plan sooner rather than later.
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.
For most retirees, RMDs from IRAs provide essential retirement income. But for wealthy individuals, RMDs can prove more headache than help. This article will help you explore your options.
Securing care for aged or infirm parents is a growing challenge in the U.S., and the burden often falls on women. That’s why it’s important for America’s working daughters to plan ahead for their caregiving responsibilities.
For corporate executives, complicated compensation packages can result in highly concentrated company stock positions that create portfolio risk and may be difficult to liquidate.
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