Our team delivers integrated, highly analytical and personalized wealth planning services tailored to ultra-high-net-worth families, focusing on estate planning, business succession and tax considerations.1 By modeling financial and family outcomes, we help identify tax-efficient wealth transfer opportunities while balancing the needs of current and future generations.1 Working collaboratively with legal, tax and financial advisors, we develop comprehensive strategies that help preserve wealth, support long-term family goals and create lasting impacts across generations.
Integrate estate, business and tax considerations through highly analytical planning for complex family wealth structures.1
Model outcomes to identify tax-efficient wealth transfer strategies that balance the needs of current and future generations.1
Partner with trusted advisors to preserve wealth, support long-term goals and prepare for successful generational transitions.
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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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 Disclosures
.
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.
