You have very specific estate planning goals. Some are universal, like minimizing taxes and avoiding complications for your beneficiaries. Others may not be so typical, like providing for a dependent with special needs or ensuring the smooth transition of your family business.
Each of these needs requires the meticulous attention of trust and estate planning experts who will work closely with you, your beneficiaries, attorneys, accountants and other advisors to craft solutions to protect and preserve your family’s assets for generations to come. For nearly 125 years, SunTrust has been working with successful families like yours to ensure the fulfillment of their legacy wishes.
SunTrust Bank and its affiliates and the directors, officers, employees and agents of SunTrust Bank and its affiliates (collectively, “SunTrust”) are not permitted to give legal or tax advice. While SunTrust can assist clients in the areas of estate and financial planning, only an attorney can draft legal documents, provide legal services and give legal advice. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction or estate plan. Because it cannot provide legal services or give legal advice, SunTrust’s services or advice relating to “estate planning” or “wealth transfer planning” are limited to (i) financial planning, multigenerational wealth planning, investment strategy, (ii) management of trust assets, investment management and trust administration, and (iii) working with the client’s legal and tax advisors in the implementation of an estate plan.
At SunTrust, the Investment Advisory Group provides market analysis insights and solutions designed to help clients meet their goals. This includes due diligence when it comes to manager evaluation.
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