Wealthy Families & Individuals
Managing and growing assets, preserving wealth across generations and navigating ever-changing tax laws and market volatility requires thoughtful solutions tailored to your unique financial goals. Specific strategies our team implements include:
- Spousal Limited Access Trust
- Grantor Retained Annuity Trust
- Lifetime gifting sequencing
- Step-up in basis
- Family Limited Partnerships
- Tax Loss/Capital Gains harvesting
- Tax bracket management
- Roth conversions
How We Can Help:
Generate alpha through tax-efficient strategies and build a comprehensive portfolio management strategy that focuses on your net real return after fees.
Wells Fargo Advisors does not provide legal or tax advice.
Business Owners & Professionals
Business owners and professionals need a long-term strategy that works as hard — if not harder — than they do. But creating that strategy is complex and takes time. Strategic planning is essential to address these complexities and helps ensure long-term financial confidence through:
- S-Corp vs. C-Corp analysis
- Deferred comp design
- RSU vesting strategy
- Charitable Remainder Trusts
- Grantor Trusts
- Rule 10b5-1 diversification
- Strategic lending
- Succession planning
How We Can Help:
Gain long-term financial confidence by balancing your personal and business goals, mitigating risks and optimizing your investment returns.
Foundations and Endowments
Leaving a legacy through foundations and endowments can present complex challenges. Investors need to balance family, business and charitable goals with professional guidance to help maximize impact and financial stewardship.
Our wealth management strategies are designed to provide:
- Investment policy design
- Mission-related investing
- Donation structuring
- Comprehensive governance
How We Can Help:
Design a portfolio for enduring philanthropic impact, enhanced financial security and one that is aligned with your values and investment strategies.
