You’ve spent a lifetime creating a financial legacy. The pivotal question is whether or not your next generation will have the financial insights and skills to protect and expand it. All it takes are a few poor financial decisions or behaviors to rapidly erode your life’s work.
The vast majority (70%) of family wealth is depleted by the 2nd generation (your inheritors), and nearly all of it (90%) is lost before the end of the 3rd generation (their inheritors).1
There’s a reason why so few intergenerational transfers of wealth end up being successful; a lack of family communication and education. Specifically designed to prepare your heirs to become responsible owners and stewards of your family’s wealth, our RESERVE NextGen Education offering focuses on teaching the vital skills that foster positive attitudes and behaviors across a range of financial topics including:
To learn more about this innovative educational offering, talk to a SunTrust advisor today.
1 "Future of Estate Planning – Prepare Heirs to Receive and Manage the Assets They Inherit,” NAEPC Journal of Estate & Tax Planning, June 2010
With the freedom to manage your finances in a way that matches your lifestyle, financial confidence is now at your fingertips.
The pace of tech innovation isn’t just rapid, it’s dizzying. Take a snapshot and it could be obsolete by time you upload it to the cloud. This isn’t about getting on the train before it leaves the station anymore. It’s about climbing aboard the hyperloop before the pod whizzes by so fast it makes your head spin.
M&A activity in the middle market has added fuel to a strong economy. Learn about how to maximize value with careful management of each step in the M&A process.
The SunTrust Weekly Market Monitor provides a view of last week’s market events.
Scanning recent history, this infographic discusses business transitions of well-known companies that went off without a hitch and offers insight into why they were successful.
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