Print this page

Corporate Executive

With all your responsibilities, it can often be difficult to find the time to properly manage all the complex elements of your personal financial life.

At The Private Bank, we understand the challenges faced by corporate executives. We strive to meet your unique needs and goals by providing integrated, multi-disciplinary solutions crafted by a team of experienced professionals.

Through this process, we provide a comprehensive analysis of your overall financial picture — including optimizing the value of your compensation package and corporate executive benefits — and can help you identify and implement the appropriate solutions, services and strategies for your situation.

A personalized approach

Our team-based, integrated approach means experienced specialists deliver across the full spectrum of financial solutions.

We offer private banking, investments, trust solutions and specialized wealth solutions such as estate and philanthropic services. We also develop customized wealth planning solutions and provide corporate executive planning services for your most complex financial issues, including:

  • Retirement and cash flow planning
  • Compensation and benefits analysis
  • Planning for controlled stock
  • Stock options planning
  • Investments planning and asset allocation
  • Single stock diversification
  • Estate services and gift planning
  • Charitable gift planning
  • Insurance planning
  • Education funding analysis

We believe that over the years we have developed the right approach to serving you, with highly skilled people who care about our clients, a comprehensive wealth management process, and a guiding philosophy that emphasizes our robust investment platform, financial innovation, and an unblinking focus on serving your best interests.

Share this page


Choose a link above. We provide these links to external websites for your convenience. Wells Fargo does not endorse and is not responsible for their content, links, privacy policies, or security policies.

Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.
Insurance products are offered through Wells Fargo & Company affiliated non-bank insurance agencies (California Insurance license #26-0070024). Not available in all states.
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.
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
Equal Housing Lender