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The Client Experience 

LIFE PLANNING

• Multi-generational goals-based life planning
• Individual and business tax and transition tax planning
• Application of financial/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 “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

• First Carolina Wealth is in place to handle the “what keeps me awake at night” issues
• Clients are part of a larger club of similarly positioned families with common issues, interests
  and goals
• Client families are part of the larger First Carolina Wealth Family
• First Carolina Wealth relieves Clients from the worries of their wealth, freeing them to enjoy the benefits
  of their wealth