Wealth Management Insights

woman and girl at beach

Embracing change

The one certainty about life is that it’s always changing. Learn how women prepare for and manage the unpredictability of life.

Read report (PDF)

US Capitol Building

The current tax policy debate in Congress: What you need to know

Highlights of the House Ways & Means Committee Legislation

Read more

Two women conversing

Owner or Operator: distinct differences that matter

Separating the owner and operator roles and understanding the differences can help provide clarity and flexibility and is especially important when it comes time to pass the baton.

Learn more

Solar panels

Investing in an interconnected world

Get insights on the future of globalization.

View report

Couple looking at a magazine

8 best practices to prepare the next generation for the family business

Families who have successfully navigated major wealth and business transitions tend to share a set of identifiable best practices.

Read the report

Family hiking

3 wealth transfer strategies in a low interest rate environment

Opportunities to transfer wealth using IRS rate-linked strategies.

Read more

Skyscrapers

Qualified Opportunity Zones: What investors should know

The Qualified Opportunity Zone program may provide a tax incentive for private, long-term investment in economically distressed communities.

Learn more

Students reading on a lawn

Before your child turns 18: Five documents you need

The importance of planning in order to avoid various pitfalls as children reach the “age of majority”.

Read more

The investment rationale for cryptocurrencies

The investment rationale for cryptocurrencies

Investors are asking about the viability and risks of investing in cryptocurrencies, and Wells Fargo Investment Institute has new guidance.

Read report

Wells Fargo Investment Institute

Wells Fargo Investment Institute

Education, guidance, and insights to inform investment decisions.

Explore insights

Connect with a Private Bank specialist Request a Call