Raleigh
3605 Glenwood Ave,
Suite 400,
Raleigh, NC 27612-3908
In leading The Lighthouse Group of Truist Investment Services, Inc., David Rakestraw has built a successful family office practice working with multigenerational families on complex estate, tax1, and business succession planning; inclusive risk management; and designing tailored investment management solutions after liquidity events. Beyond the traditional approaches, their team can surround your family to complement other advisors in providing advice and guidance.
Investment Adviser Representative, Truist Advisory Services, Inc.
1Truist 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.
David served as an adjunct professor of corporate finance at the Lundy-Fetterman School of Business, Campbell University. David and his wife, Mary Whitney, are active members of their church and have three children, Caroline, Anderson, and Mallie.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds
Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education
Top-notch service delivery and support for the private banking needs of business-owners
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more