Private Wealth Management RESERVE

Greater wealth brings more complex challenges.

Whether you’re traveling abroad or purchasing a new car, you’ve earned the right to expect a certain distinctive level of specialized service. The same holds especially true when it comes to managing your wealth.

For those with $5MM-25MM in managed assets held at SunTrust, a dedicated team of planners, investment strategists, credit advisors and trust advisors quarterbacked by your wealth advisor provides a more sophisticated and personalized level of service to support the increased complexity of your wealth management challenges.

As a Private Wealth Management RESERVE client, you can expect a "white glove" experience that includes:

  • Specialized expertise in philanthropic planning, estate planning, tax planning and credit solutions
  • A personalized, fully coordinated cash flow plan that coordinates with your legacy and wealth transfer goals
  • Invitations to exclusive events featuring industry experts, thought leaders and SunTrust Advisory Services Chief Investment Officer
  • Access to an exclusive personal excess liability insurance offering to help protect your lifestyle and legacy1
  • Concierge level services including fraud response and tax planner liaison services
  • Healthcare advocacy services1
  • Preferred pricing on products and services from companies such Delta Private Jets1

Family wealth management, for those focused on growing wealth in support of their family’s enduring values.

GenSpring exclusively serves ultra-high net worth clients of SunTrust Private Wealth. Learn More >

Articles and resources that can help you on your journey.

Strategies for more effectively managing company stock and benefits as part of your overall wealth plan to mitigate portfolio risk and enhance liquidity.

 

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Looking to better align your portfolios with your social conscience? A growing number of impact funds provide a means of funneling capital to socially worthy endeavors while still achieving a competitive rate of return.

 

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Planning and communicating are critical to the success of wealth transfer. These five steps can help guide you as you make your plan and prepare your heirs for the eventual transfer of your estate.

 

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Want to explore other Specialty Groups?

Back to Specialty Groups Overview Page >

DISCLAIMERS

1 Offered through an unaffiliated third party

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.

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