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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.

Articles and resources that can help you on your journey.

The Executive Compensation Balancing Act

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

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Protecting and Expanding Wealth from Your Business

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?

Back to Life Priorities Overview Page >

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
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