What We Do Better

Life Planning

• Multi-generational goals-based life planning
• Individual and business tax and transition tax planning
• Application of financial and legal tools and expertise to achieve clients’ life goals and dreams

Risk Reduction

• Insurance and risk planning, asset protection
• Proper use of insurance and other tools to efficiently mediate risk and preserve wealth

Investments

• Customized strategic and tactical asset allocation
• Open architecture due diligence, selection, monitoring, and documentation of investment strategies

Private Banking with First Carolina Bank

Wealth Administration

• Budgeting, cash management, consolidated reporting, and secure client portal for information
• “Quarterback” function with clients’ outside professionals

Estate and Fiduciary

• Education, development, administration, and monitoring of estate plan and wealth transfer opportunities
• Trust planning and implementation strategies with our user-friendly corporate trustee services

Philanthropy

• Strategic philanthropic tax and structural planning
• Foundation governance and management
• Next generation involvement and focus

Family Education and Governance

• Key to multi-generational wealth survival
• Succession planning and administration
• Family meetings, understanding, and interaction

Peace of Mind and Sense of Belonging

• FCW is in place to handle the “what keeps me awake at night” issues
• Clients enjoy membership in a “club” of similarly positioned families with common issues, interests, and goals
• Client families are part of the larger FCW family, receiving attention and responsiveness due a family member
• FCW relieves clients from the worries of their wealth, freeing them to enjoy the benefits of their wealth