Understanding the needs of affluent clients
Many clients draw on the leadership of the Madura Private Wealth Group for an integrated
approach to unique services beyond traditional wealth management. Coordinating with tax and legal
advisors and our professional colleagues, we are able to support our clients with:
- Investment Planning & Advisory Services
- Trust services including the establishment of trusts and trust fund portfolio management
- Philanthropic planning to include charitable giving strategies, foundations, and donor-advised funds
- Tax-efficient investment strategies for the proceeds from the sale of a business*
- Non-public investment opportunities to include direct placements and private equity
- Customized structured investments
- Trade advisory and execution
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*Wells Fargo Advisors and its affiliates do not render legal, accounting or tax advice. Please consult your tax or legal advisors before taking any action that may have tax or legal consequences. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors.
*Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Guarantees are based on the claims-paying ability of the issuing insurance company. Wells Fargo Advisors is not a legal or tax advisor. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.