Truist Wealth
United States of America
Multi-family office
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Employees
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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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Basic info
About Truist Wealth
As a multi-family office with over 100 employees, Ascent Privavate Capital Management manages around $12 billion in assets.
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Board of directors
William H. “Bill” Rogers Jr.
Thomas E. Skains
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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.
- https://www.truist.com/wealth
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