Your advisor will work with you to find the right mix of the following capabilities that fits your goals, needs, and values.
Advice and Planning
A well-developed wealth plan provides access to the services and solutions that will help you achieve your long-term goals, such as preserving your wealth and assets, making an impact, and leaving a legacy.
Investment and Asset Management
Backed by the deep knowledge and experience of Wells Fargo Investment Institute, your dedicated specialists will tailor your portfolio and strategies to your goals, objectives, and appetite for risk. You may also choose to participate in Social Impact Investing and, depending on your situation, alternative investments.
Private Banking
To help you meet your complex financing and liquidity needs, our banking and lending professionals can provide you seasoned guidance, personal service, and tailored solutions, such as custom credit, deposit, and cash management products as well as access to specialized and real estate financing.
Business Owner Advisory Services
If you’re ready to transition your business or just want to prepare for what comes next, our specialists can help with business evaluation, strategies to help raise the potential value, or a transition strategy that links to your goals and overall plan.
Family Wealth and Culture Services
To better manage generational wealth issues, your dedicated team will work closely with your family to guide important discussions, enhance communication, and help to create a comprehensive plan that reflects your shared vision.
Philanthropic Services
Our specialists can help you make a measurable impact by creating giving strategies that are right for you, your family, and your values. We offer a range of capabilities, from structuring lifetime giving programs to managing the day-to-day operations of large-scale foundations.
Fiduciary and Trust Services
Prepare for tomorrow while supporting your needs today. Our full-service solutions, such as legacy trusts, special need trusts, and estate settlement and administration services, can help you extend all that you’ve worked so hard to build.
