For more than 160 years, Wells Fargo has helped individuals and families build, manage, preserve and transition wealth by providing a wide range of comprehensive trust services administered with objectivity and care.

As you consider the trust solutions available to you…

You’ve enriched your life and the lives of those around you. Now, as you consider how to sustain and transition your wealth to the people and institutions that you care about most, you should find a trustee that can deliver personalized trust services for you.

A personal trust can be an integral part of your total financial life as well as a commitment to the future. A personal trust may help: reduce estate taxes; provide for the proper distribution of assets to beneficiaries; assist you in the event that you become incapacitated; and safeguard your legacy, while preserving your peace of mind.

At the heart of it, your personal trust is part of your legacy. You define your goals. We’ll work with you and your advisors to select trust services that help address those goals, through specialized services designed to support your family, transfer assets and address your philanthropic and tax-minimization needs.

Our specialized wealth services include a wide variety of services to help you meet more complex estate planning needs such as estate settlement, special needs trust or multi-generational wealth planning through a legacy trust.

…selecting the right trustee may be your most important decision

Your trustee has the legal authority and fiduciary duty to manage the assets in your trust on your behalf. Family and friends are often ill-prepared or unwilling to take on this responsibility, which is one major reason why so many choose a corporate trustee.

Wells Fargo has served as a corporate trustee for more than a hundred years, and has the objectivity and knowledge to help safeguard your interests. We have the experience and resources to administer your trust in compliance with state and federal regulations.

Wells Fargo offers a full range of trustee services

The trustee services available at Wells Fargo Private Bank have been designed to address a wide range of needs.

We can handle your trust administration and accounting, custody services and tax reporting. Our professional investment management services can help you grow the investments in your trust. We can also manage real estate assets held in trust, as well as specialty assets like oil and gas.

Our commitment to you

When you place your trust at Wells Fargo, you place your trust in Wells Fargo.

In return, we give you our commitment to help you and your advisors select trust solutions customized to meet your unique circumstances.

And we give you our commitment to always act in your best interest, with unbiased, prudent and comprehensive trust management dedicated to fulfilling your legacy.

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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.

Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
Wells Fargo Bank, N.A. Member FDIC
Investment and Insurance Products are not FDIC Insured, have no Bank Guarantee and May Lose Value
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