Management
Services
Strategic Management
SunTrust Asset Nurture & Development (STAND) believes that every client benefits from a plan that assists in meeting their goals. We are independent advisors based in Dallas Fort Worth utilizing a transparent model for compensation. At STAND we’re ready for anything. With decades of experience managing government services, we’ve become the experts at combining know-how and innovation to help you achieve meaningful results. We’ve seen it, done it, and we know how to anticipate it.
Example Goals:
Preparing Economic Cycles
Planning Cornerstone Stability
Organizational Structure
Philanthropy
Business Acquisition, Merger or Exit
The call for accelerated change
In this ever-changing world, companies need to think fast and stay agile and that requires strategies that work in the real world. With experience across the value chain, end-to-end, only STAND helps clients create strategies that come not just from knowing, but from the know-how of doing.
Our integrated model enables 360° value creation by giving our strategists the advantage of stand insights from AI and data science and deep industry expertise, combined with the experience of efficiently operating business functions, optimizing and running supply chains, designing and implementing technology, and building resilient operating models and cultures.
Tax Planning and Preparation
The recommended annual planning call with your CPA is designed to both provide the information they will need efficiently and to implement the CPA’s advice in harmony with the investment plan.
Education & Philanthropy
The education process for engaging the family includes white boarding the plan and contingencies for better understanding by all generations top to bottom.
STAND Coordination and timing of charitable trusts along with family activities can enhance tax planning through a long term vision and process. Coordinating donor advised funds can play a key part of accomplishing objectives.