Part of a comprehensive strategy
The legacy you've built is one piece of a larger story, and our holistic approach to wealth strategy can help you see how small details fit the bigger picture.
Helping you protect your assets and secure your legacy
Our team of trust and fiduciary professionals will provide a range of unique solutions to help you navigate the complexities of your financial and estate plan, so the legacy you've worked hard to build will remain intact for future generations.
Trust & Fiduciary Services at a Glance
Experience-driven solutions
Opening in 1898, First Citizens is the largest family-controlled bank in the US. Over the years, we've helped thousands of individuals by partnering with their financial and legal professionals in the administration and disposition of their estates and assets.
Our Approach
How we support your trust and fiduciary needs
Estate planning by design
A thorough plan can make a big difference in the lives of those you love. Together, we can help you leave behind clear instructions and provide peace of mind.
Ongoing plan assessment
Alongside your other financial and legal professionals, we help you maximize the financial potential of your legacy by ensuring it adapts as legislative impacts and family dynamics evolve.
A partnership that lasts
Our value is ongoing. We work with your loved ones, helping them manage their finances as they benefit from your generosity.
A Closer Look at Estate Settlement
Estate services to support your loved ones
During an emotional time for your loved ones, a dedicated team will carry out your wishes based on the directions in your estate plan and provide consistent communication as your assets are distributed. As executor of your estate, we offer a range of services, including:
Special Asset Management
Fiduciary services for special assets
If your estate includes unique assets, we'll collaborate with you to identify them, define your goals and determine a course of action that aligns with your overall financial plan.
Real estate
We can help you manage your residential, commercial, farmland or timber assets to align with your financial plan.
Closely held private business
We'll work directly with owners, grantors and beneficiaries of a trust or estate holding private interests to determine and maximize these interests.
Personal property
As your executor, we'll inventory, sell and distribute a variety of personal property assets within your estate, such as vehicles, household furnishings and jewelry.
Get the latest market and economic updates
Insights
A few insights for your financial plan
Planning
New year planning guides
Our 2026 wealth planning guides are here. Start the year with top strategies to navigate today's complex financial landscape.
In our 2026 wealth planning guides, individuals and business owners will find comprehensive wealth planning strategies covering the economy, housing and jobs.
Nerre Shuriah
JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning and Knowledge
Planning
Financial strategies for multigenerational households
Family culture can play a big role in financial planning. See how multigenerational households adapt.
The motivation for living together often shapes the way a family approaches financial planning.
Nerre Shuriah
JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning and Knowledge
Planning
The state of American wealth in 2025
Get insight into how wealthy Americans are growing, managing and safeguarding their money in 2025.
Wealthy Americans are expanding income sources and diversifying their portfolios, yet many are also facing retirement gaps and unfinished estate plans. Stress levels are high, but so too is the willingness to adapt.
Marc Horgan
Executive Director
