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

Wealth Planning Manager | First Citizens Bank

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.

Thought Leadership By Nerre:

Why You Need Financial Wellness

Achieving financial wellness gives you the power to change your life and enables you to weather any financial...
By Nerre Shuriah, J.D., LL.M | First Citizens Bank

Exit Strategy

How to prepare to navigate the tricky transition from business owner to retiree
By Nerre Shuriah, J.D., LL.M | First Citizens Bank

The Intersection of Giving and Art

Charities and artists have a natural alignment, and both philanthropists and artists are pursuing creative...
By Nerre Shuriah, J.D., LL.M | First Citizens Bank

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 | First Citizens Bank