Wealth Management Insights

Investing in transformative technologies

Advances in artificial intelligence and genomics are creating potential investment opportunities.

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Which business transition option is right for you? 

Each transition option has its pros and cons. Understanding each option and how it aligns with your goals is key in determining which transition option to pursue.

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3 ways to benefit from today’s interest rates

Opportunities to transfer wealth using IRS rate-linked strategies.

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How to build a strong management team

An empowered management team may enhance the value of your business and increase your transition opportunities.

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8 best practices to prepare for a business transition

While every business and transition is different, there are eight best practices that most businesses should address as part of the transition process.

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Transfer on Death Designations

Potential advantages and disadvantages of transfer on death and payable on death designations and pitfalls to consider.

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Do your investments reflect your values?

Find answers in Wells Fargo Investment Institute’s Vision Investing report.

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Leveraging a Spousal Lifetime Access Trust 

Understanding the key features of SLATs can help you to determine whether taking advantage of this technique could reduce your potential estate tax burden in the future and ultimately pass more wealth to your heirs.  

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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.

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Wells Fargo Investment Institute

Wells Fargo Investment Institute

Education, guidance, and insights to inform investment decisions.

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