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Specialized Wealth Services

Your wealth advisor is a conduit to a number of premium services designed to help you meet some of life’s most complicated challenges.

From managing your assets to caring for those you love


Anyone who has prepared a wealth management plan can tell you that it is simply impossible to be fully prepared for all the issues that life can throw at you.

Happily, when you are a client of The Private Bank, you don’t have to worry. You can go to sleep at night knowing that you are supported by a dedicated team of specialists led by a wealth advisor who knows you well, and is backed by the vast resources of Wells Fargo Bank.

We understand that your needs are as unique as you are. That’s why we work closely with you to develop a holistic plan to help you meet both your short- and long-term goals. At The Private Bank, we provide customized services designed to support all of your wealth management needs from transferring assets to charitable gifting.

Services designed to advance your best interests

Business Advisory ServicesShow Details

 
Access a full spectrum of services and strategies that can help you and your advisors plan for an ownership transition, such as:

  • Business valuation
  • Business succession planning
  • Management of closely held assets

Learn more about Business Advisory Services

Estate ServicesShow Details

 

You can depend on Wells Fargo, one of the largest and most sophisticated providers of trust and estate settlement services in America, to support you with a comprehensive range of services:

  • Tax-efficient solutions for even the most complex estates
  • Timely collection, valuation and distribution of assets
  • Court administration services
  • Monitoring of taxes and other expenses
  • Professional asset management

Learn more about Estate Services

International Client Investment ServicesShow Details

 
Non-resident aliens can take advantage of a wide range of investment management services through Wells Fargo Wealth Management.

Learn more about International Client Investment Services

Legacy TrustShow Details

 
Manage your wealth for generations to come with a legacy trust. A multi-disciplinary team of Wells Fargo trust professionals will help you navigate the complex issues, and administer the trust in keeping with your long-term goals:

  • Coordination with your other professional advisors
  • Selection of trust jurisdiction
  • Implementation of your trust
  • Management and distribution of assets
  • Ongoing services such as record keeping and tax preparation

    Learn more about Legacy Trust

Legal Specialty GroupShow Details

 
The Wells Fargo Legal Specialty Group delivers financial solutions to America’s largest law firms and the equity partners who own those firms.

  • Custom solutions and services for law firms including tailored credit services and financial solutions such as cash management, global treasury management and client fund management
  • Wealth management services for equity partners, including customized credit solutions and holistic wealth management services and strategies

    Learn more about the Legal Specialty Group

Life Management ServicesShow Details

 

Plan for the future with services designed to help you face the challenges of life transitions and maintain personal and financial independence. In addition to investment management, we provide:

  • Healthcare coordination and social-needs planning
  • Bill monitoring and payment
  • Medical claims processing
  • Tax preparation and payment services

Learn more about Life Management Services

Oil, Gas and Mineral ManagementShow Details

 
Our specialists provide access to a comprehensive suite of mineral property management services designed to help your clients maximize returns and minimize risks associated with your mineral holdings:

Philanthropic ServicesShow Details

 
Consult with our experienced professionals to help you and your advisors create a uniquely personal legacy that expresses your philanthropic goals, aligns with your wealth management plan and maximizes the efficiency of your charitable gifts:

Philanthropic Services for Individuals

Philanthropic Services for Institutions

Real Estate Asset ManagementShow Details

 
You can rely on the specialists at Wells Fargo, one of the largest and most experienced managers of real estate assets in the United States, to effectively manage your real estate and specialty assets with:

  • Comprehensive real estate asset management
  • Succession planning
  • Customized services with tailored investment objectives
  • Advice on sales, acquisitions and exchanges


Learn more about Real Estate Asset Management

Special Needs Trust ServicesShow Details

 
Care for loved ones with disabilities and their families, by letting the skilled professionals in special needs trust, plan and manage a wide range of life-enhancing services:

  • Healthcare and professional services planning coordination
  • Portfolio management
  • Benefit coordination
  • Asset and liability management
  • Budgeting, bill pay and tax review
  • Insurance evaluation
  • Evaluate housing options and manage real estate


Learn more about Special Needs Trust Services

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Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.

Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your tax or legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of you own situation at the time your taxes are prepared.

Some members of Business Advisory Services involved in business sale services are registered representatives of Wells Fargo Advisors, LLC (member SIPC), a non-bank affiliate of Wells Fargo & Company.

Wells Fargo Legal Specialty Group provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.

Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
Investment and Insurance Products: Are Not insured by the FDIC or any other federal government agency - Are Not deposits of or guaranteed by the Bank or any Bank Affiliate - May Lose Value
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