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.

Sports & Entertainment

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.

Medical Professionals

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.

International Wealth

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

Legal Professionals

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.

Family Office

Beginning with the intentional efforts of family leaders who are unwilling to leave the ultimate fate of their wealth to chance, we help families organize their shared values and passions into a collective vision that prepares members to be responsible stewards of the family legacy.

Find a Private Wealth Advisor for your specific needs.

 

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How payment automation and reconciliation can deliver faster claims processing and payments while mitigating risk for your medical practice.

 

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SunTrust Private Wealth Management

Learn more about the services and benefits we provide.

Investing Amid a Carousel of Concerns

Watch the SunTrust Investment Advisory Group’s 2019 Outlook Video

Get the latest market insights.

Read the latest commentary by our Investment Advisory Group.

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

  • Market Perspective

    SunTrust Private Wealth Management’s Market Perspective provides a view of the latest market events. Read the most recent report here.

  • Investing Amid a Carousel of Concerns

    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.

  • SunTrust Investment Advisory Group: Weekly Market Monitor

    The SunTrust Weekly Market Monitor provides a view of last week’s market events.

  • CNBC: “Intense buying” suggests a path higher

    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.

  • CNBC: Tariff Uncertainty Drives Market

    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.

  • Contact Us

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