Your Life Priorities: Work & Career

Align your business and personal wealth.

Whether you're an owner wrestling to balance the conflicting financial needs of your business and your family, or a corporate executive challenged by a highly-concentrated stock position, it's time for both sides of your financial life—professional and personal—to start working in tandem.

The value of your business, if you’re an entrepreneur, or the combination of stock, options and deferred compensation, if you’re an executive, is one of your largest personal assets, and as such, a critically important component of your total wealth picture. From liquidity needs and tax mitigation strategies, to succession and estate planning, a SunTrust advisor will help you align these often competing interests.

Just a few of the many ways we can help you find balance:

Articles and resources that can help you on your journey.

Explore strategies for managing company stock and benefits that can help you mitigate risk while providing much needed liquidity.

 

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Learn how business owners can maximize future earnings by structuring a thoughtful and thorough transition plan sooner rather than later..

 

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Want to explore other Life Priorities?

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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

  • 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.

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