Family Dynamics

Family Dynamics - The Private Bank - Wells Fargo

At the Heart of What Matters Most

Learn how we can help you go beyond traditional wealth management to support your life and legacy goals.

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At The Private Bank, we understand that wealth management is not just about money. Our advisors can help your family engage in essential conversations surrounding shared values, the preparation of heirs, and family decision-making processes.

Family Dynamics - The Private Bank - Wells Fargo

The "Why" Behind Your Wealth

Strengthen relationships, enhance communication, and clarify your values for a strong wealth plan.

Katherine Dean, Head of Family Dynamics

Leadership Perspectives

Katherine Dean, Head of Family Dynamics, shares insights on how families can take an intentional approach to managing the human elements of generational planning.

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What is Family Dynamics?

Family Dynamics is planning at the intersection of the financial and nonfinancial elements in your life. Family Dynamics helps you to address the intellectual, cultural, social, emotional, and interpersonal relationship aspects of managing wealth.

Managing more than wealth

We provide you with custom services, guidance, and actionable solutions for your family’s unique situation. Together, we will explore and address topics that include:

  • Family Culture
  • Personal and Leadership Development
  • Family Enterprise
  • Family Meetings

How we can help

Research shows that 70 percent of wealth dissipates by the 3rd generation due to a lack of family communication and trust, a lack of preparation of heirs, and not having a family mission statement in place. Our advisors can work with your family to help mitigate risks to your wealth goals and legacy, and develop a comprehensive plan backed by a shared family vision.
Interested in learning more about Family Dynamics? Request a Call