Partner with Wealth Advisors and the broader Wealth team to guide clients through strategic alternatives, including family succession, third-party sales, ESOPs, management buyouts, majority and minority recapitalizations, dividend recapitalizations, and other ownership transition strategies. Position SummaryServe as a specialized advisor within Truist Wealth’s Center for Family Legacy (CFL), helping ultra-high-net-worth business owners and families navigate business succession, ownership transition, and liquidity planning decisions.