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Generational Wealth

Your generational wealth creates special responsibilities and opportunities. We can help you structure your financial life so that your own needs are comfortably met, while your larger vision for your wealth is realized in the manner you desire.

We put you in control of your generational wealth

At The Private Bank, we understand the special responsibilities that come with generational wealth. Foremost among them is the responsibility to live your life in a way that is consistent with your deepest values and aspirations.

You will find that your relationship manager is key to helping you through this next phase of self-discovery and planning.

Our generational wealth planning process is a step-by-step program designed to help you rank your needs and goals. While the portrait that emerges may feel familiar, it is common for people to gain insights from this process that can have a profound effect on how personal resources are allocated in the future.

During this process, we also develop a net worth statement, learn about your tolerance for investment risk and review basic estate documents.

For the complex issues that almost inevitably arise, our relationship manager can draw on the services of a highly experienced wealth planning strategist.

Special programs to make your dreams real

As soon as we have a clear picture of your situation and what you want to do, we bring in the Wells Fargo specialists to turn your generational wealth into a new financial structure to help you fulfill your deepest aspirations.

At The Private Bank, we have a variety of trust solutions available to you. We also offer specialized wealth services that may be appropriate, such as estate settlement services (Wells Fargo is one of the largest providers of trust and estate settlement services in the country) and philanthropic services that can maximize the efficiency of your charitable gifts.

To help properly manage your generational wealth, we have premier private banking services for your deposit and credit needs. And we have a highly sophisticated investments program that can provide you with a tailor-made mix of equities, fixed income and complementary investments designed for your specific situation and risk tolerance.

Doubtless you have many questions. We urge you to contact us and explain your situation, so that we can provide you with the answers you need to get started on the next phase of your life.

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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.
Some complementary strategies and alternative investments may be available to pre-qualified investors only.
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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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