Building More Than Business

Transforming business success into lasting personal wealth

Building More Than Business

A podcast series for founders and CEOs

Building More Than Business explores the critical intersection of personal and business wealth—and how it shapes the real-world decisions business owners make every day. Through candid conversations, expert insights and actionable strategies, hosts Ann Lucchesi and Nerre Shuriah help founders and executives break down the risks, opportunities and pivotal decisions that drive business growth and build lasting personal wealth.

The latest episodes

Business ownership in 2025

Learn about the forces shaping business ownership in 2025 and how owners are responding—plus how seasoned entrepreneurs and first-time founders differ in their approach.

Listen to episode seven of the podcast now

Turning stress into strategy

Explore how wealthy Americans are managing, growing and safeguarding their wealth based on findings from our Beyond Wealth report.

Listen to episode six of the podcast now

DAFs versus private foundations

Compare the flexibility, control and tax impacts of donor advised funds and private foundations.

Listen to episode five of the podcast now
Explore the podcast episode library
Building More Than Business promotional video

ExpressIt Delivery:

A family legacy with humble beginnings

First Citizens Wealth

Building More Than Business Podcast | Live in Boston

Dwight: This is really a special night. We're thankful to have our guests tonight, our podcast hosts, Ann Lucchesi and Nerre Shuriah. They're the hosts of a podcast called Building More Than Business.

Ann: Nerre and I do a podcast that talks about this intersection of business and personal wealth. Tonight, we are really honored to be able do this live with a couple guests, Andi and Danielle. We're going to explore their journey.

Andi: Danielle and I co-own Expressit Delivery. We're a same-day delivery company. It was started here in Boston in 1981 by our father. He passed away in 2012.

So when we took over, we had zero business experience. So I didn't know what the P and an L stood for in a P&L. Like, that's how—I knew hockey, right? So we had to learn. So for 3 years, it was wild.

ExpressIt was very small then. Now we have a leadership team of 15 and growing, and we have 200 employee drivers.

Ann: I'm sure both of you know your father would probably be super proud.

Guest: What were some of the teachings that you learned from your father that you think all the business owners could benefit from?

Danielle: Honesty with the customers. We learned that from him. Just be honest. If we're not going to be there in 90 minutes, we're just going to tell you we can't be there in 90 minutes. We tell the team, just be honest.

Dwight: Thank you all for spending the night with us for this conversation.

First Citizens Wealth®

The views expressed are solely those of the authors and do not necessarily reflect the views of First Citizens Bank & Trust Company or any of its affiliates.

Companies listed are independend third parties and are not affiliated with First-Citizens Bank and Trust Company. All third-party trademarks (including logos, trade names, service marks, and icons) referenced herein remain the property of their respective owners.

This material is for informational purposes only and is not intended to be an offer, specific investment strategy, recommendation or solicitation to purchase or sell any security or insurance product, and should not be construed as legal, tax or accounting advice. Please consult with your legal or tax advisor regarding the particular facts and circumstances of your situation prior to making any financial decision. While we believe that the information presented is from reliable sources, we do not represent, warrant or guarantee that it is accurate or complete.

Your investments in securities and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value.  They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested.

Andi Shaughnessy and Danielle Carter are current clients of First Citizens Wealth. They weren't paid for their testimonial. They aren't currently related to anyone who works for First Citizens Wealth or its affiliates.

About the Entities, Brands and Services Offered: First Citizens Wealth® (FCW) is a registered trademark of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. ("FCIS"), a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisors. Certain brokerage and advisory products and services may not be available from all investment professionals, in all jurisdictions or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender, and SVB, a division of First-Citizens Bank & Trust Company.

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ExpressIt Delivery and First Citizens Wealth

Sisters and second-generation business owners Andi Shaughnessy and Danielle Carter have relied on humility, authenticity and enduring relationships to grow their courier business.

Learn how they partnered with First Citizens Wealth to build their family legacy.

Meet the hosts

Ann Lucchesi, CFP®, CEP

Senior Director

Ann Lucchesi is a Senior Director at First Citizens Wealth who helps founders and executives of private companies plan across their entire balance sheets. She's a recognized thought leader and subject matter expert in private stock, equity compensation, and pre-IPO and post-IPO planning.

A Certified Financial Planner® and Certified Equity Professional, Ann is passionate about connecting clients with trusted professionals and educating them on how to achieve their financial goals.

She holds bachelor's degrees in international business and finance from Oregon State University and an MBA in finance from the Haas School of Business at the University of California, Berkeley.

Nerre Shuriah JD, LL.M, CM&AA, CBEC®

Senior Director of Wealth Planning and Knowledge

Nerre leads the First Citizens Wealth Planning team and is responsible for the creation and support of a client-centered, goals-based advisory culture. Nerre and her team focus on providing planning expertise for highly complex issues and strategies.

With more than 30 years of experience in estate planning and taxation, she helps high-net-worth clients navigate the difficult and confusing landscape of tax and wealth planning. She specializes in advanced wealth transfer strategies, business owner planning, asset protection and multigenerational planning. Nerre utilizes engaging and informative articles and presentations to help her audience better understand the complexities of these highly specialized areas.

Nerre is a graduate of Boston College Law School with a JD, an LL.M in taxation from Boston University School of Law and a BA in Biology from Queens College of New York. She's also a certified mergers and acquisitions advisor and certified business exit consultant.

Business Planning Insights
A few insights to support your financial plan

Business Planning

Do you know what your business is worth?

Learn the critical elements that can help you determine the current and future value of your business when considering a sale.
If you're considering the sale of your company, these eight factors may help you arrive at an equitable valuation in the short term.
Business Planning

Building a business exit strategy

When it comes to business exit planning, it's important to start early.
Having an established exit plan in place long before you think you’ll need it can also help soften worst-case scenarios.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning and Knowledge

Business Planning

Generational succession planning

Transitioning a family business from one generation to the next? Generational succession planning can help.
Planning for a prosperous generational transition involves many steps, but there are three critical milestones owners should consider to achieve intended outcomes.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning and Knowledge

Explore More Insights

This material is for informational purposes only and is not intended to be an offer, specific investment strategy, recommendation or solicitation to purchase or sell any security or insurance product, and should not be construed as legal, tax or accounting advice. Please consult with your legal or tax advisor regarding the particular facts and circumstances of your situation prior to making any financial decision. While we believe that the information presented is from reliable sources, we do not represent, warrant or guarantee that it is accurate or complete.

Third parties mentioned are not affiliated with First-Citizens Bank & Trust Company.

Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services and content on any third-party website.

Your investments in securities and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value.  They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested. There is no guarantee that a strategy will achieve its objective.

About the Entities, Brands and Services Offered: First Citizens Wealth® (FCW) is a registered trademark of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. ("FCIS"), a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisors. Certain brokerage and advisory products and services may not be available from all investment professionals, in all jurisdictions or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC and an Equal Housing Lender icon: sys-ehl, and First Citizens Delaware Trust Company.

For more information about FCIS, FCAM or SVBW and its investment professionals, visit FirstCitizens.com/Wealth/Disclosures.

See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.