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International Client Investment Services

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

The wealth management issues that non-resident alien (NRA) clients face are complex. We are well prepared to address these issues as we create a comprehensive wealth plan tailored for your needs.

Investment management

Your dedicated Investment Manager works closely with you and your legal and tax advisors to create an asset allocation strategy and identify appropriate investment solutions to help meet your objectives.

Asset allocation is the process of combining different asset classes—such as equities, fixed income, real assets, and complementary strategies. We can also implement offshore mutual funds, when appropriate, so that an investment professional can create a series of optimal portfolios representing different degrees of risk.

Offshore solutions

For more complex financial situations many non-resident aliens work with their legal and tax advisors to establish personal trusts or companies in offshore jurisdictions for possible tax advantages and confidentiality.

Our partnership with Citco Corporate Services Inc. (“Citco”)—an industry leader in international corporate and fiduciary services—offers non-resident aliens offshore solutions in various key jurisdictions, including establishing and managing:

  • Personal trusts
  • Entities such as corporations, limited partnerships or limited liability companies and private foundations

As a nonresident alien, you get the services of a dedicated Trust and Fiduciary Specialist who will identify opportunities to help preserve your assets, and plan for your wealth transfer for your heirs.

Depending on your needs, we can partner with other Wells Fargo professionals for:

  • Banking solutions for deposits or credit
  • Foreign Exchange Services for managing foreign currency
  • Risk management services to help you identify domestic and international risk exposures that you should address, including insurance coverage for kidnap/ransom and property/casualty

The Wells Fargo advantage

For more than a century, we have assisted clients around the world to protect and preserve their wealth with our comprehensive range of specialized services.

Our team of skilled specialists offers knowledge and experience to:

  • Understand your goals
  • Analyze your situation
  • Advise you on a comprehensive financial plan
  • Evolve your plan as your circumstances change
  • Work with your legal and tax advisors

To learn more about how Wells Fargo can help you with our wealth management services for non-resident aliens, please contact us today.

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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 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