Family Continuity

Preserving your family’s wealth and values across generations requires thoughtful planning and expert guidance. At SunTrust Financial, we specialize in creating customized strategies to ensure the seamless transition of assets, governance, and legacy, safeguarding your family’s prosperity and harmony for years to come.

Our Family Continuity Planning services include:

Governance Structure Development

Establish clear family governance frameworks to foster alignment, communication, and shared decision-making.

Succession Planning

Ensure smooth transitions in family businesses with comprehensive leadership and ownership succession strategies.

Wealth Transition Planning

Design strategic wealth transfer plans to minimize taxes, ensure fairness, and uphold family values.

Wealth Protection in Marital Issues

Safeguard your family’s assets from potential risks associated with marital breakdowns. We help design prenuptial and postnuptial agreements, establish family trusts, and implement other legal and financial measures to ensure that your wealth remains secure and aligned with your family’s long-term goals

Conflict Resolution Strategies

Mitigate and manage potential conflicts to maintain harmony and mutual respect within the family.

Creditor Protection Strategies

Protect your family’s wealth from potential creditor claims and financial liabilities. Through strategic asset structuring, such as setting up holding companies, trusts, or insurance-based solutions, we create robust defenses to shield your family’s assets and preserve their value for future generations.