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

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    Companies looking to compete on differentiation can do so in two ways. This chapter explains what it takes for a business to set itself apart, including methods for identifying and highlighting unique features.

  • 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.

  • Who takes the financial reins for aging parents?

    Welcome to the latest generational Catch-22: older parents for whom money matters are a taboo topic, surrounded by their adult children who balk at broaching the topic for fear of appearing to be more concerned about the money than the parent’s well-being.

  • Stay-at-Home Parents: 5 Smart Money Moves

    Stay-at-home parents have one of the most rewarding jobs out there, but it’s also one of the toughest. Follow these simple-but-essential steps to make sure your family is on the right financial track.

  • Financial Planning for Blended Families

    Merging families requires careful planning and open and honest dialogue to align different financial values, attitudes, behaviors and resources.

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