First Citizens Wealth Finds Business Owners Resilient Amid Change, with Experienced Owners Taking More Risks

First Citizens Wealth, the wealth management division of First Citizens Bank, today published its "Beyond Wealth" study of business owners and wealthy Americans, finding they are adapting their professional and personal financial planning strategies to navigate today's evolving economic landscape. Despite challenges, optimism and resilience remain high for business owners, with nearly all saying that owning a business is "worth it."

Nov 6, 2025 - 16:00
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First Citizens Wealth Finds Business Owners Resilient Amid Change, with Experienced Owners Taking More Risks
First Citizens Wealth, the wealth management division of First Citizens Bank, today published its "Beyond Wealth" study of business owners and wealthy Americans, finding they are adapting their professional and personal financial planning strategies to navigate today's evolving economic landscape. Despite challenges, optimism and resilience remain high for business owners, with nearly all saying that owning a business is "worth it."

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