The Truist Story
Honoring Heritage, Building a Better Future At the time the proposed merger of BB&T and SunTrust was announced, senior leaders were already asking a critical question. As two businesses with shared values and rich histories become one, how do you leverage that common...
To Our Readers
Welcome back to BBTPerspectives.com. We're so excited about our future and our ability to serve you better than ever. The merger of equals between BB&T and SunTrust is close to completion, and we're working diligently to enhance our shared belief of relentlessly...
The Secret Ingredient: Family (and a Bit of Key Lime)
Driven by family values, Carlos Hernandez has an insatiable appetite for success.
Best Leaders Start Out Listening
How great would it be if, as leaders, we were brought to our teams initially, and even periodically after that, with no access to work or direct activities and we were meant to simply listen?
Wealth Solutions Center – Putting Clients First
“None of the issues the professionals at the BB&T Wealth Solutions Center deal with are exactly the same. But here is an example of how our morning may start,” explains Wealth Solutions Center Team Director Sean Mondichak. “It was a normal Tuesday morning for Kelly,...
Philanthropic Planning Basics, Volume 2
The United States is a generous nation. Yet, from a practical point of view, charitable giving has valuable income tax benefits that can transform even the less altruistic into full-blown philanthropists.
Asset Protection – Planning Ahead
After a lifetime of careful stewardship, diligent planning and hard work, many affluent individuals begin to look at how to transfer the assets they have accumulated in the most efficient manner, both for tax purposes and family governance. However, protecting those assets for the long term is all too often overlooked, or considered at most as an afterthought.
iPlanning: Digital Assets and Estate Administration
Name an executor, check. Retitle bank accounts into the name of your revocable trust, check. Designate beneficiaries for your retirement accounts, check. But not so fast … have you addressed digital assets in your estate plan?
To Our Readers
As I’m sure you are aware, BB&T is in the midst of one of the most exciting chapters of our long and successful history. In February, BB&T and SunTrust announced a proposed merger of equals expected to close in the fourth quarter of this year.
Building a Legacy, Living the Dream
He’s a tireless entrepreneur, a self-made millionaire and a job creator – but at his core, Jack Cassell is a family man. And his dad would be proud.