Generational Transfer

Preserve your interests. Protect those you care for.

As one of the largest family-controlled financial services companies in the country, First Citizens knows a lot about building value for future generations. And our experience--three generations’ worth--of helping wealthy individuals plan for their future means we understand the ways significant personal wealth and/or the family business can shape the lives--and livelihoods--of family members for decades.

Creating a legacy is serious business. It requires the care and practical foresight that only experience can provide. Tap into the comprehensive expertise found on your First Citizens Wealth Management team to design an effective generational transfer plan.

Your Wealth Advisor can help you develop a transfer plan that maximizes your personal and business financial position, while minimizing liability and risk. We can help you understand the options and choose a course that will protect you and your family during the transition, while providing for your family’s needs after you are no longer able.