Family Wealth and Culture Services

Family Dynamics - The Private Bank - Wells Fargo

At the Heart of What Matters Most®

Helping you go beyond traditional wealth management to support your life and legacy goals.

We understand that wealth management is not just about managing money, but also about the meaning of money, your money values, and the goals you have around money for your family. Advisors and specialists at Wells Fargo can help your family engage in essential conversations surrounding shared values, the preparation of heirs, and family decision-making processes.

What is Family Wealth and Culture Services?

Family Wealth and Culture Services recognizes the unique aspects of money and its meaning to you as a family. Our capabilities help you uncover and address the why behind your money goals and wealth plans.

Managing wealth in its full context

We provide you with advice and common practices tailored to your family's unique culture and specific money goals. Topics include:

  • Family and Business History
  • Family Dynamics, Education, and Governance
  • Strategic Philanthropy

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2023 Wealth Builders Research

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Michael Liersch, Head of Advice and Planning

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Hear from Head of Advice and Planning, Michael Liersch, as he talks about transferring wealth when it can make the most difference.

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Interested in learning more about Family Wealth and Culture Services? Request a Call
Investment and Insurance Products are:
  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested