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
  • 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
  • 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