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.
SunTrust Private Wealth Management’s Market Perspective provides a view of the latest market events. Read the most recent report here.
The Carousel of Concerns, a mainstay of this bull market, continues to turn. As one worry recedes and another comes to the forefront, we anticipate modestly positive year ahead. Here are the key themes to watch out for in 2019.
The SunTrust Weekly Market Monitor provides a view of last week’s market events.
Chief Market Strategist Keith Lerner appeared on CNBC’s “Squawk on the Street” to discuss trade headlines, expectations going forward, S&P forward earnings estimates and more.
Chief Market Strategist Keith Lerner joined CNBC’s “Squawk on the Street” to discuss recent market choppiness, trade concerns, and our current view of the US economy.
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