Advice and Planning

Create a clear path for your
financial future

Custom advice, strategies, and solutions designed to meet you where you are

Whether you are starting out, comfortably on your way, or want to make sure everything is in place for the next generation, through our LifeSync® advice experience we can help you align your values with your financial priorities and in effort to make sure they stay in sync over time help you enhance the impact of your money.

What is LifeSync?

LifeSync is our advice and planning experience that can help you sync what you want in life with your values and aspirations. Through this process we can create a personal path to help you make more informed financial decisions. It can help you navigate specific financial challenges to your balance sheet, including:

  • Current and future cash flow needs through what-if scenarios and probability analysis
  • Wealth transfer, lifetime and charitable gifting, and other estate planning strategies
  • Managing risk through proper entity structuring, titling of assets, insurance, and income replacement strategies
  • Financial administration for your family office
  • Evaluate your business transition options and develop a succession plan
  • Your options for managing concentrated positions and executive compensation
  • The impact of income, estate, and transfer taxes on your wealth plan

Capabilities and Solutions

Through our access to Wells Fargo specialists, we offer a wide range of capabilities and solutions to complement the LifeSync process. These include:

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Michael Liersch, Head of Advice and Planning

When to Transfer Wealth

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

View Video

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