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

Episode 1

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.

Listen to episode one now
Episode 2

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.

Listen to episode two now

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.

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.

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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.

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