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:
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