Risk Management Strategy and Asset Protection | Wealth

More than just insurance

Careful planning can help safeguard your assets from unexpected misfortunes and preserve your wealth for future generations.

Protect all of your assets

Think about your non-liquid assets for a moment.

Real estate. Vehicles. Artwork or other collectibles. We’ll help ensure that you have the right protection based on the type and title holder of each asset.

Own a small business?

We can help with all facets of transition planning, including:

Liquidity and estate taxes
Deferred compensation
Supplemental disability
Business continuity policies
Life and long-term-care insurance

We’ll connect you with one of our insurance partners to help ensure you get the full range of coverage you need.

What about wealth transfer?

Wealth transfer isn’t just about distributing your assets.

It’s also about the causes you want to support. The business you may want to hand over. The heirs you want to protect, such as a special-needs family member.

How can families prepare for a successful transition? It’s an important question—and one we’re dedicated to answering. Our latest research paper explores insights collected across 16 years from 120 client families.

Explore our findings

Let’s talk about the most effective way to transfer your wealth, including protecting your assets, shaping your legacy, and providing financial security for those you love.

Think about future healthcare costs.

It’s an easy thing to overlook.

But even for affluent families, an unexpected healthcare event can take a major financial toll and diminish the retirement and legacy you envisioned.

Protect both your retirement assets and your current lifestyle by building future healthcare costs into your plan. A Truist advisor can help you estimate how much to set aside for out-of-pocket healthcare expenses. And we can help you plan for possible extended care costs as well.

Preserve your lifestyle.

What does lifestyle mean to you? Travel? Philanthropy? Family time?

We’ll get to know the meaning and importance of your particular lifestyle. Then we’ll build it into your risk management plan. This will help ensure that your most vital interests have the protection they deserve.

Safeguard your business.

Is there a clear division between your personal and business assets?

For example, do you run your business out of your home, or from a separate property?

Talk to us about everything you need to plan for. We cover business continuity and succession, including executive compensation, key person and buy/sell insurance, estate equalization, employee stock ownership plans, healthcare plans, and more.

We’ll connect you with a Truist Life Insurance Services or Marsh McLennan Agency partner to help ensure you get the full range of coverage you need.

Connect with an advisor

Ready to take a deeper dive?

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