Advisory

Nerre Shuriah, J.D., LL.M '14 C-Suite Advisor Since 2014

Wealth Planning Manager

First Citizens Bank

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Biography

Nerre Shuriah creates and presents customized wealth plans to high and ultra-high net worth clients focusing on estate and legacy planning, asset protection, retirement planning, business planning, income tax planning, charitable giving, disability and special needs, foreign nationals, education, executive benefits and family dynamics/family meetings. Her expertise includes deep discovery through interviewing clients, analyzing client goals and financial information, creating strategies to achieve goals in the most tax-efficient manner, preventing risk and conflicts, and presenting those strategies to the client and his/her advisors, and helping clients implement decisions made to achieve their goals. Nerre is an accomplished speaker, having given numerous presentations to groups of up to 1000+ attendees. She also has written several articles focusing on tax, estate and charitable planning.

Articles By Nerre

Dark Pathing

One of the main objectives of the Private Bank is to build holistic relationships with our clients. We do...
By Nerre Shuriah, J.D., LL.M | Wealth Planning Manager