Wealth Transfer Planning
Making a plan to transition your wealth
Turn your legacy goals into reality
You've worked hard to build a legacy and protect it. It's just as important to have a wealth transfer plan in place when it's time to transition your assets. We're here to help navigate the complexities of wealth transfer planning, including estate planning, tax planning and more.
We'll help you understand your options to pay for a loved one's education. And if traditional college savings plans don't fit your needs, we can explore other strategies with you.
Working with you and your attorney, we'll help develop an estate plan that carries out your wishes for loved ones and your legacy.
Generational Wealth Transfer
Our team possesses the knowledge required to design an effective generational wealth transfer plan to maximize the financial position of you or your business while minimizing liabilities and risk.
Maximize charitable contributions by gifting in a way that has the greatest financial impact for both the charity and yourself.
Trust Special Services
Navigating the complexities of trusts and estates can be made easier with our highly skilled team working on your behalf.
Looking to see where you stand financially? Find your net worth.
Explore wealth transfer insights
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, Equal Housing Lender; 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.
Bank deposit products are offered by First Citizens Bank, Member FDIC.
See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.