Businesses & Corporations

A range of customized solutions for business leaders

A partnership led by you

Business leadership teams have many responsibilities to balance. From investment strategies to creating a compelling benefits package for executive and employee retention, we can help C-suite teams, CFOs and HR teams manage some of their most strategic assets.

Our Services At a Glance

Tailored support for businesses

We partner with our business and commercial banks to offer customized solutions for your leadership teams and business banking products to help you grow and expand your vision.

  • Institutional asset management
  • Retirement plan services
  • Succession and transition planning for closely held businesses
  • Access to personal wealth planning and services for executive teams

C-suite Teams
Guidance at every level

We're here to help your leadership teams navigate the complex needs of your business with a variety of solutions, including fiduciary support and retirement plan services.

Manage and minimize fiduciary liability

We'll help you understand your fiduciary liability and prioritize strategies that minimize risk and maximize your competitive advantage.

Implement unique retirement plan solutions

We'll help you set an overall strategy aligned with your vision, evaluate against industry benchmarks and revisit your plans quarterly.

Recruit and retain top-tier talent

We're here to help you turn your benefits package—from the retirement plan to banking solutions—into a competitive advantage.

Chief Financial Officers
Specialized solutions for CFOs

As a financial executive, you have unique responsibilities that require careful attention and planning. Our team can provide an experienced, unbiased perspective on your corporate asset management, capital growth, income generation and liquidity strategies, as well as provide access to customized credit facilities.

  • Relationship-based consultation and policy statement development to support corporate investment objectives
  • Periodic reviews of investment performance to ensure the company's goals are on track
  • Asset management solutions in equity, fixed-income and blended disciplines to help put capital to work in a tax-efficient manner
Human Resources

Holistic support for HR teams

With us, HR teams have an experienced advocate in their corner, dedicated to ensuring your company is utilizing organizational benefits to their fullest extent.

  • We'll advocate with retirement plan providers, record keepers and third-party administrators
  • We offer banking services as an employee benefit
  • We can educate and engage stakeholders about your plan structure, investments and benefits

Businesses and Corporations Insights
A few insights for your financial plan

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Your investments in securities and insurance products and services 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. There is no guarantee that a strategy will achieve its objective.

About the Entities, Brands and Services Offered: First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products 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. and SVB Wealth LLC, all SEC registered investment advisors. Certain brokerage and advisory products and services may not be available from all investment professionals, in all jurisdictions or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender, and SVB, a division of First-Citizens Bank & Trust Company. icon: sys-ehl

All loans provided by First-Citizens Bank & Trust Company and Silicon Valley Bank are subject to underwriting, credit and collateral approval. Financing availability may vary by state. Restrictions may apply. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs and underwriting policies are subject to change without notice. This is not a commitment to lend. Terms and conditions apply. NMLSR ID 503941

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.