As the largest family-controlled financial services company 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.
First Citizens Wealth Management is a joint marketing mark of First Citizens Bank & Trust Company; First Citizens Investor Services, Inc., FINRA, Opens in a new window/SIPC, Opens in a new window, an SEC-registered broker-dealer and investment advisor; and First Citizens Asset Management, Inc., an SEC-registered investment advisor.
Investments in securities, annuities and insurance are not insured by the FDIC or any federal government agency; may lose value; 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. Brokerage and some investment advisory services are offered through First Citizens Investor Services, Inc. FINRA, Opens in a new window/SIPC, Opens in a new window. First Citizens Asset Management, Inc. provides investment advisory services.