Delivering on the details
Effectively managing significant wealth involves more than traditional, off-the-shelf services. It requires specialized experience, deep industry knowledge, and precisely crafted solutions. Wells Fargo Private Bank has supported the wealth management needs of individuals, multi-generational families, family offices, and institutional investors for decades. Clients turn to us when faced with complex wealth management challenges, relying on our experience and dedication to help support their financial goals.
As a client of The Private Bank, you can expect an exceptional experience delivered through personalized service, tailored solutions, and the specialization of a boutique firm, backed by the strength and resources of one of the largest financial institutions in the world.
Whether focused on preserving wealth, transitioning a business or estate, or looking for ways to make a positive impact and lasting legacy, our team is ready and qualified to help create and implement a custom wealth plan that can support your desired outcomes.
Honors and awards
Recognized by wealth industry peers and leaders, we have recently received the following awards:
- Best Global Private Bank for Philanthropy Services — Professional Wealth Management and The Banker
- Best Wealth Counselling offering —Family Wealth Report Awards 2021
- Best private bank for succession planning in the United States —Professional Wealth Management and The Banker Global Private Banking Awards 2020
- Best wealth planning – institutional —Family Wealth Report Awards 2020
