
Building More Than Business
Transforming business success into lasting personal wealth
Introducing Building More Than Business
A new 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
Is your wealth too tied to your business?
Learn about the hidden risks of tying personal wealth to your business and discover practical steps to protect your financial future.
Thinking about an exit? Here's the plan
Explore why early exit planning is key to success for business owners of all ages and industries.
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 multi-generational 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.