Generational Wealth Transfer
Work with a team that knows the importance of legacy
As one of the largest family-controlled financial services companies in the country, First Citizens knows a lot about building value for future generations. With three generations’ worth of experience helping wealthy individuals plan for their future, we understand how wealth can shape the lives of family members for decades.
Creating a legacy requires the care and practical foresight that only experience can provide. Tap into the comprehensive knowledge of our team to design an effective generational transfer plan.
We’ll implement generational wealth transfer strategies that maximize your personal and business financial position, while minimizing liability and risk. We can help you understand options and choose a course that will protect you and your family during and after the transition.
Design a plan with a team you trust
View your financial plan at a glance
Adjust goals to see different scenario outcomes
Collaborate with your financial partner
Simplify your financial life
Learn about our consultative services for your business needs
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Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results.
First Citizens Wealth Management is a registered trademark of First Citizens BancShares, Inc. First Citizens Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC; First Citizens Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment advisor; and First Citizens Asset Management, Inc., an SEC-registered investment advisor.
Brokerage and investment advisory services are offered through First Citizens Investor Services, Inc., Member FINRA and SIPC. First Citizens Asset Management, Inc. provides investment advisory services.