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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
 
 
 

Registered Representatives are affiliated with Capital Investment Brokerage, Inc.

Securities offered through Capital Investment Brokerage, Inc., Member FINRA/SIPC
100 E. Six Forks Road, Suite 200; Raleigh, NC 27609 (919) 831-2370 FINRA BrokerCheck

Notice: About Our Relationship with Capital Investment Brokerage, Inc.

Capital Investment Brokerage, Inc. and First Carolina Bank have entered into an agreement for Capital Investment Brokerage, Inc. to provide services at First Carolina Bank locations. Registered Representatives, independent contractors and employees of Capital Investment Brokerage, Inc. are not employees of First Carolina Bank, nor do they sell bank products. 

Non-deposit investment and insurance products and services that are offered by Capital Investment Brokerage, Inc. and/or related agencies are: 

  • NOT INSURED BY THE FDIC
  • NOT DEPOSITS IN OR OBLIGATIONS OF FIRST CAROLINA BANK
  • NOT GUARANTEED BY FIRST CAROLINA BANK
  • SUBJECT TO RISK, INCLUDING THE POSSIBLE LOSS OF INVESTMENT PRINCIPAL 

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