Market Insights - Wealth Management Market Insights - The Private Bank

Wealth Management Insights

US Capitol building

Post-election insights for investors

Read our analysis

Post-election tax planning considerations

Post-election tax planning considerations

In the aftermath of the election, just like any other year, taxpayers should consider tax planning moves to make before year-end.

Learn more

Reassessing Real Estate Investments During the Coronavirus Pandemic

Reassessing real estate investments during the coronavirus pandemic

Assessing the impact of COVID-19 on different property types.

Get the report

Tips for managing real estate gains

Managing real estate capital gains with like-kind exchanges

Tax gains may be deferred on real estate investments by following certain procedures.

Plan now

Wealth Transfer Trifecta

2020 wealth transfer trifecta

The trifecta offers opportunities for wealth transfer to heirs.

See wealth strategies

Social impact investing

Investing with a purpose

Learn how you can align your portfolio with your values.

Make your impact

Wells Fargo Investment Institute

Wells Fargo Investment Institute

Education, guidance, and insights to inform investment decisions.

Explore insights

Navigating Uncertainty Call Series

Navigating uncertainty call series

Strategies for charting a course through these unprecedented times. 

Learn more

Business Succession—Keeping It in the Family

Business succession—keeping it in the family 

Key considerations when selecting and preparing a successor for family business transition.

Read the report

Rethinking Philanthropy in Turbulent Times

Rethinking philanthropy in turbulent times

Strategies for donors and nonprofits for sound decision making that rises above the emotion of the current moment.

Consider your impact

Connect with a Private Bank specialist Request a Call