GenSpring │ SunTrust Private Wealth

Ensuring that your family’s values endure.

From helping to sustain and manage wealth across generations to serving as “Chief Financial Officer” in overseeing your family’s wealth enterprise, our GenSpring team of family wealth experts focuses on growing and preserving wealth in support of your family’s enduring values.

GenSpring exclusively serves clients with $25MM+ in managed investments. In order to provide the sophisticated expertise needed to proactively advise relationships of this complexity, GenSpring professionals have our lowest client-to-advisor ratio. As part of our collaborative community of individuals, families and committed professionals, you have access to:

The GenSpring Client Experience

Low Client-to-Advisor Ratio

GenSpring professionals are signuarly focused on relationships with $25MM+ and have our lowest Client-to-Advisor ratio.

  • Anticipate your needs with proactive advice
  • Singular focus on relationships with $25MM+
  • Career specialists in family wealth

Investment Expertise

Investors are matched with highly credentialed professionals who have sophiscated expertise in identifying unique opportunities.

  • Portfolio is customized to help achieve your unique goals
  • Access to some of the world's foremost investment managers

Collaborative Community

Invitations to peer learning networks provide opportunities to share stories, capture best practices and explore new ideas.

  • Family Symposium
  • Women & Wealth Initiative
  • Next Generation Forum

Governance & Education

A team of highly trained specialists will create and deliver a customized experience designed to optimize a family's ability to sustain and enhance wealth for multiple generations.

  • Governance is especially helpful for families with shared assets
  • Education starting as young as age five

Enhanced Reporting

Access to technology and operations offerings that are designed specifically to help address and simplify the complex needs of ultra-high net-worth investors.

  • Transparency across all portfolios and private investments
  • View performance individually and in aggregate

Want to find out more about the pinnacle of our wealth management offering?

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Artículos y recursos que pueden ayudarlo en su viaje.

Gracias a su colaboración con expertos, investigación interna y trabajo con algunas de las familias más acaudaladas del mundo, GenSpring ha identificado 25 mejores prácticas no financieras que creemos mejoran la capacidad de una familia de mantener su patrimonio por generaciones.

 

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La riqueza trae seguridad financiera, pero sin educación financiera el dinero puede desaparecer. Dar oportunidades de aprendizaje es un componente crucial para ayudar a las familias a mantener su patrimonio por generaciones.

 

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DESCARGOS DE RESPONSABILIDAD

Asset requirements for program participation eligibility are based on managed assets held with SunTrust.

SunTrust Bank y sus empresas afiliadas, así como los directores, ejecutivos, empleados y agentes de SunTrust Bank y sus empresas afiliadas (conjuntamente denominados "SunTrust") no están autorizados a brindar asesoramiento legal ni fiscal. Los clientes de SunTrust deberían consultar con su asesor legal y fiscal antes de efectuar cualquier transacción financiera.

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