Financial Planning for Legal Professionals

The trusted advisor’s advisor.

You’ve studied years to develop your area of expertise, collaborating with specialists in other legal disciplines to solve your clients’ toughest challenges. It’s the same approach that your SunTrust advisor and specialists draw on to provide wealth management advice for attorneys and legal professionals on both a personal and practice level.

These days you need to work a lot harder to acquire and retain clients, and the track to partnership can be far more difficult. Yet the average attorney enters the workforce with more than $180,000 in debt.1

Solutions for Your Personal Wealth.

Whether you're a newly named partner or a senior attorney beginning to plan an exit strategy, a SunTrust advisor can help you address a wide array of wealth needs:

Solutions for Your Practice.

From escrow services and fund wires, to advice and facilitation of real estate purchase/lease decisions, we can help alleviate your firm’s most pressing concerns.

Resources that can help you on your journey.

Let us manage distribution of interest and provide automatic proof of payment as well as receipts for business records and tax reporting for your nominal or short-term client funds through a SunTrust IOLTA (Interest on Lawyers Trust Account).


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SunTrust can help you identify and implement the right blend of employee benefit solutions to attract and retain the talent that will keep you competitive.


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Want to explore other Specialty Groups?

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1 "Firms offer cash to help new lawyers pay student debt," New York Times, July 2016

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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

      To speak with a Private Wealth Management advisor.