Specialized Wealth Services

When you're looking for assistance managing your wealth, you want solutions that are tailored to your specific needs. At Wells Fargo Private Bank, we understand that no single solution fits every person’s circumstances. Together, we'll customize a strategy to help you meet the complex financial challenges that life presents.

Whether you’re interested in meeting philanthropic goals, caring for family members, transitioning a family-owned business, or managing complex assets, our Specialized Wealth Services professionals can help you create a complete financial plan.

Philanthropic Services for Individuals and Institutions

We work with individuals and families to define their charitable objectives and offer strategies to help them achieve their goals. We help nonprofits focus on the mission of their organizations by relieving them of the day-to-day investment and administrative duties of running a charity.

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Business Advisory Services

Our specialists work with business owners to determine the value of their businesses, evaluate succession options, and plan exit strategies. Our team provides sell-side services to business owners that have chosen to sell to a third party.

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Real Estate Asset Management

Our experienced Real Estate Asset Management professionals provide asset management and strategic advisory services. Whether you own or want to own investment real estate, we can assist you with commercial, residential, agricultural, and other types of properties.

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Oil, Gas and Mineral Management

We can help you manage all aspects of your oil, gas, and mineral portfolios, including lease negotiations, collection of royalties, tracking, and bill payment.

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International Client Investment Services

We provide investment management in U.S. markets for Nonresident Alien (NRA) clients. Our specialists can create strategies to address your estate and tax concerns efficiently, while maintaining your privacy and confidentiality.

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Estate Services

Settling an estate can be complicated. We can help create peace of mind for you or your loved ones by managing all aspects of the estate settlement process and providing impartial dispute resolution.

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Life Management Services

We help individuals maintain personal and financial independence. Our specialists address and manage quality of life issues — from access to health care and housing  —  to processing medical claims and preparing federal tax returns.

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Special Needs Trust Services

A Special Needs Trust offers both immediate and long-term support for a person living with a disability. Our specialists work with an individual, family, or guardian to help maintain and enhance the individual's quality of life.

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Legacy Trust

We provide multigenerational and dynasty trust planning and administration with principal locations in South Dakota and Delaware.

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Interested in learning how our Specialized Wealth Services can help you? Connect With Us