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

Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services and content on any third-party website.

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. Asset allocation, dollar cost averaging and diversification do not guarantee a profit or protect against loss. There is no guarantee that a strategy will achieve its goal.

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.