Wealth Management Specialties

Planning solutions for physicians, athletes and others with complex wealth management needs.

While there's no such thing as a typical client, there ARE certain sophisticated needs, challenges and financial considerations that are common to clients in specialized disciplines or unique wealth situations.

For that reason, the SunTrust Private Wealth Management team includes specialty advisors who have extensive knowledge of the circumstances faced by specific types of clients—physicians and attorneys , athletes and entertainers, international clients and the ultra-high net worth.

From professional athletes with special liquidity needs to professional musicians looking to effectively manage royalties and publication rights, we’re adept at planning around unpredictable income streams.

Whether you head a multi-disciplinary practice in need of cash cycle management support, or are a practicing physician seeking specialized wealth management, we’ll provide solutions that let you focus on care.

At the firm level, our responsive escrow services are widely respected; while individual partners turn to us for everything from lending and debt management to retirement planning.

We provide for the personal wealth needs, as well as the business offshore banking needs for clients from over 50 countries around the world.

For clients with $5MM-$25MM in investible assets and more sophisticated needs, we offer specialized expertise in estate and tax planning, philanthropy and liability protection.

For those who believe the complexity of wealth should be managed to bring families closer together, GenSpring exclusively serves ultra-high net worth clients of SunTrust Private Wealth.

Find a Private Wealth Advisor for your specific needs.

 

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DISCLAIMERS

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. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction.

Wealth Management Resource Center

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    Welcome to the latest generational Catch-22: older parents for whom money matters are a taboo topic, surrounded by their adult children who balk at broaching the topic for fear of appearing to be more concerned about the money than the parent’s well-being.

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    Stay-at-home parents have one of the most rewarding jobs out there, but it’s also one of the toughest. Follow these simple-but-essential steps to make sure your family is on the right financial track.

  • Financial Planning for Blended Families

    Merging families requires careful planning and open and honest dialogue to align different financial values, attitudes, behaviors and resources.

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