truist wealth

Truist Wealth

United States of America

Multi-family office

  • Employees
  • 2500+

Truist Wealth is a multi-family office that caters to individuals and institutions, offering an array of tailored services that encompass investment management, financial planning, risk management, tax planning and preparation, estate planning, and philanthropy. Truist Wealth, the wealth management unit of Truist Financial Corporation provides affluent, high, and ultra-high net worth individuals, families, and business owners with financial planning, investment management, risk management, banking, and other solutions. Truist Wealth serves nine out of the ten largest metropolitan markets in the United States.

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Lead Generation - Family Offices

About Truist Wealth

As a multi-family office with over 100 employees, Ascent Privavate Capital Management manages around $12 billion in assets.

  • Board of directors

    William H. “Bill” Rogers Jr.

    Thomas E. Skains

  • Executive Committee

    Joe Thompson

    Stephanie M. Adams, CTFA, CISP, CMFC, AIF

    Brian Aker

    Ralph Borrello

    Bryan Cram

    Brian Dowhower

    John Geraghty

    Sean Mackenzie

    Leah Wehinger

What sets Truist Wealth apart

At Truist Wealth, the approach to wealth management is a personalised one, where a team of experts collaborates to offer effective and reliable oversight through changing times and multiple generations. With in-depth knowledge and objectivity, the team provides customised solutions that seamlessly integrate tax considerations, credit management, and wealth transfer goals.

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