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Truist Perspectives

Truist Perspectives delivers advanced financial strategies, generational planning insights, and purposeful guidance to help high-net-worth individuals as they build lasting wealth and meaningful legacies.

Featured resources

TAX PLANNING GUIDE The Truist 2026 Year-End Tax Planning Guide

Making informed decisions now could benefit your wealth strategy for years to come.

Download the guide
Truist Purple Paper. Managing personal wealth beyond the business. Strategies for business owners navigating growth, risk, and long-term security.
Truist Purple Paper©Managing personal wealth beyond the business

Strategies for business owners navigating growth, risk, and long-term security.
Download the Purple Paper (PDF)
Tune in to listen to the "I've Been Meaning to Do That" podcast.

Podcast I've Been Meaning To Do That: From Purpose To Action

Join Truist Wealth's Head of Investment Management, Oscarlyn Elder, to learn how purpose can impact your portfolio.

 

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Podcast: Who will manage your money if you can’t?

Podcast: Who will manage your money if you can’t?

Financial Planning Episode 48: Who will manage your money if you can’t?

Incapacity can happen to anyone. Learn how to prepare your wealth plan for the impact of disability.

Podcast
11/09/2026
Podcast: Who will manage your money if you can’t?

This episode explains how planning for a potential disability can help prepare your finances and the people you trust if you become unable to act yourself.

Understanding the value of restricted stock

Understanding the value of restricted stock

Financial planning Understanding the value of restricted stock

An overview of what grants of restricted stock are and how they impact your taxes

Article
10/23/2026
Understanding the value of restricted stock

Explore the value of restricted stock units and their role in compensation.

5 Things to Expect From a Commercial Banker

5 Things to Expect From a Commercial Banker

Truist Business Lifecycle Advisory 5 signs you have the right commercial banker

 

Article
10/15/2026
5 Things to Expect From a Commercial Banker

Learn how the right commercial banker can facilitate business financing, give industry insights, enable growth opportunities, and support long-term goals.

Insurance Collateral Trust vs. Letters of Credit

Insurance Collateral Trust vs. Letters of Credit

Strategic advice Assessing your options for insurance collateral

5 key differences between an insurance collateral trust and a letter of credit

Article
10/08/2026
Insurance Collateral Trust vs. Letters of Credit

Explore insurance collateral strategies to help preserve assets, manage liquidity, and maintain flexibility.

Podcast: Why Medicare belongs in your wealth plan

Podcast: Why Medicare belongs in your wealth plan

Financial Planning Episode 47: Why Medicare belongs in your wealth plan

Medicare isn’t just health insurance for seniors. Learn how to plan for its financial impacts effectively.

Podcast
10/06/2026
Podcast: Why Medicare belongs in your wealth plan

This episode explores how Medicare decisions can affect wealth planning, including enrollment choices, common mistakes, and issues related to health savings accounts and COBRA.

Leadership Capacity and Law Firm Growth

Leadership Capacity and Law Firm Growth

Attorneys and Law Firms Leadership capacity: The hidden constraint on law firm growth

Why strategic clarity, change agility, and human-centered leadership now define competitive advantage

Article
10/05/2026
Leadership Capacity and Law Firm Growth

Explore how leadership capacity, strategic clarity, change readiness, and organizational trust can help law firms achieve sustainable growth.

Law Firm Succession Planning and Sale Strategies

Law Firm Succession Planning and Sale Strategies

Attorneys and Law Firms Planning a sale or succession for your law firm

Transitioning your law practice is more than a transaction—it’s a defining moment.

Article
09/30/2026
Law Firm Succession Planning and Sale Strategies

Learn how valuation, transition structures, tax planning, and coordinated advice can support the successful sale or succession of your law firm.

Flying Private: Exploring the Options

Flying Private: Exploring the Options

Life and Leisure Private aviation: Find your fit

Compare the ways to fly private. Match your lifestyle and financial plan.

Article
09/21/2026
Article

Explore private aviation options, from jet cards and chartering to fractional ownership and buying a private jet.

Luxury Interior Design That Promotes Your Wellness

Luxury Interior Design That Promotes Your Wellness

Life and Leisure Luxury and longevity: Wellness upgrades for your home

Is your home supporting your overall well-being? It can with these ideas.

Article
09/14/2026
Article

Discover luxury interior design ideas that promote wellness, from wellness spaces to air and lighting systems.

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    Component ID : "accordionGridLayout-1592833808"
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    Disclosures

    Truist Bank, Member FDIC. © 2026 Truist Financial Corporation. Truist, the Truist logo, Truist Purple, Truist One, and Truist Marquee are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
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    • May Lose Value

    TRUIST is a service mark of Truist Financial Corporation (Truist) and its affiliates.

    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

    Marsh & McLennan Agency LLC, Kensington Vanguard National Land Services, Crump Life Insurance Services, Truist Life Insurance Services, and P.J. Robb Variable, LLC are not affiliated with Truist Financial Corporation or any of its subsidiaries.

    Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

    Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

    Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Please note that Truist provides translations of webpages, documents and disclosures as a courtesy and in the event of any inconsistencies or discrepancies between the English content and the translated content, the English content supersedes the translation. Truist offers phone support in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages, please speak to a representative directly.

    New York City residents:

    Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

    Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

    The Consumer Finance Protection Bureau (CFPB) also provides additional resources for homeowners seeking payment assistance in select languages at: https://www.consumerfinance.gov/housing/housing-insecurity/help-for-homeowners/

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