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Investment Management
F.N.B. Private Family Wealth

Investment Management

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Multigenerational Investment Management

Managing family wealth requires a coordinated investment management approach that balances individual goals with the needs of the entire family. As assets and trusts evolve across generations, we provide disciplined investment oversight through written investment policies and access to rigorously vetted investment managers and customized portfolio strategies. Our approach emphasizes diversification, risk management, after-tax returns and personalized strategies within a unified family framework.

A Unified Framework for Generational Success

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Unified Strategy

Align individual objectives with broader family goals through a coordinated, multigenerational wealth management approach.

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Investment Oversight

Leverage customized portfolios, formal investment policies and vetted managers to support disciplined, cost-efficient oversight.

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Diversified Growth

Pursue long-term wealth preservation and growth through diversified investment strategies built to support long-term family success.

Our Private Family Wealth Options

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To get started with our Private Family Wealth team, call 1-800-542‑5978, Monday through Friday, from 8:00 AM to 5:00 PM, or click Get Started to book a consultation.

Private Family Wealth

Helping Families Preserve Wealth and Build Lasting Legacies

F.N.B. Private Family Wealth provides personalized guidance and integrated solutions designed to help affluent families navigate the complexities of wealth management, family enterprise planning and generational wealth transfer. Through objective advice, customized investment management and coordinated family office services, we help preserve wealth, strengthen family legacies and promote financial confidence across generations.

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Book a Consultation

Interested in learning how F.N.B. Private Family Wealth services can help support your family's financial goals? Complete the form below to schedule a consultation the F.N.B. Private Family Wealth team and an advisor will be in touch within one (1) to three (3) business days.2


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Notices & Disclosures

1- Products and services offered through F.N.B. Wealth Management, which refers to the combined offerings of First National Trust Company and F.N.B. Investment Services (a marketing name for Cetera Investment Services LLC/Cetera Investment Advisers LLC). Located at: 626 Washington Place Pittsburgh, PA 15219.

Investments are:

Not FDIC/NCUSIF Insured Not Financial Institution Guaranteed May Lose Value
Not Insured by Any Federal Government Agency Not a Bank Deposit

For more information about F.N.B. Wealth Management's alternative sweep product, please refer to: FNB Daily DisclosuresPDF Document Icon.

F.N.B. Wealth Management does not provide legal, tax or accounting advice.


2 - Any personal information you submit on this webpage will be used solely for the purpose of communicating with you regarding the consultation with F.N.B. Private Family Wealth, which you have expressed interest in scheduling. This information will not be shared, sold or used for any other purposes. By submitting your personal information, you consent to its use strictly for this purpose.

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