Harnessing Your Family’s Human and Intellectual Capital: The Key to Sustaining Wealth for Generations

Natalie Smailes/Director of Governance, Center for Family Legacy at Truist

Natalie Smailes joined Truist Wealth in 2015 and is a Senior Vice President and the Managing Director of Strategic Client Development within the Center for Family Legacy. Natalie works with the Center for Family Legacy team to deliver the full breadth of Governance and Education to new Truist Wealth clients. Natalie introduces clients to the Center for Family Legacy’s proprietary tools and processes specifically designed to help families increase their chances of sustaining wealth over generations. Natalie will work alongside GenSpring’s wealth advisors as they help clients identify wealth objectives and develop appropriate methods for governing their shared assets.

In addition to this role, Natalie is the lead coordinator of the Truist Wealth Reserve offering. Natalie works across the firm to educate partners about the delivery of family meetings and the education programs, working with the Center for Legacy governance and education teams to manage and implement the effort.

Michael Covington/Trust Advisor at Truist

As a Trust Advisor, Michael Covington helps his clients take a comprehensive, strategic approach to financial planning even in the early stages of asset accumulation. Utilizing an in-depth financial needs assessment and in partnership with Truist specialists in Banking, Strategic Credit, Risk Management, Investments and Trust & Estate Planning, he develops recommendations tailored to his clients’ needs, priorities and preferences.

Michael attended Campbell University where he earned a M.B.A. He currently maintains the Certified Trust Financial Advisor (CTFA) designation. After completing the trust certification at Campbell University, Michael spent several years assisting clients with special needs trust planning. He is a board member for the Estate Planning Council of North Georgia and a member of the Atlanta Estate Planning Council. He has been in banking for more than 27 years.

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About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.