Episode 7: Business ownership in 2025
Learn what's shaping business owner confidence in 2025 and how entrepreneurs are navigating uncertainty and strengthening resilience.
Control your portfolio
Invest how you want, when you want, in real time with Self-Directed Investing.
Prepare your business for what's next in 2026
Get actionable strategies and insights to strengthen your business's financial resilience in the changing economic landscape.
See how we're supporting companies
We're committed to serving companies as they expand and succeed. The proof is in our success stories.
February Basis Points
The Making Sense team highlights key issues from the first weeks of the new year, including US equities and a low-hire, low-fire labor market.
At a recent live event, sisters and co-CEOs of ExpressIt Delivery Andi Shaughnessy and Danielle Carter shared how they took over their family-owned business, rebuilding it from survival mode and expanding into eight states.
Learn what's shaping business owner confidence in 2025 and how entrepreneurs are navigating uncertainty and strengthening resilience.
Explore how wealthy Americans are managing, growing and safeguarding their wealth amid increased uncertainty.
Donor advised funds and private foundations are two common vehicles for charitable giving. Compare their flexibility, control and tax impacts.
Learn about the major changes to the qualified small business stock, or QSBS, exclusion—and what they mean for founders, early employees and investors.
Learn how family meetings can help build trust, strengthen relationships and preserve your legacy.
Explore why early exit planning is key to success for business owners of all ages and industries.
Learn about the hidden risks of tying personal wealth to your business, and discover practical steps to protect your financial future.
Stay informed with the latest from Building More Than Business.
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.
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.
Third parties mentioned are not affiliated with First-Citizens Bank & Trust Company.
Your investments in securities and insurance products 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. Past performance does not guarantee future results. There is no guarantee that a strategy will achieve its objective.
About the Entities, Brands, Products 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 Inc. are the entities through which FCW products and services 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. (FCAM), and SVB Wealth LLC (SVBW), all SEC registered investment advisers. Certain brokerage and advisory products and services may not be available from all investment professionals, in all jurisdictions, or to all investors. Insurance products are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products 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.
Treasury & Cash Management
Electronic Bill Presentment & Payment
Investment & Retirement Services
Community Association Banking
Equipment Financing & Leasing
Credit Cards
Merchant Services
Email Us
Please select the option that best matches your needs.
Customers with account-related questions who aren't enrolled in Digital Banking or who would prefer to talk with someone can call us directly.