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Family Wealth

When considering our advice for family wealth, we seek to understand the knowledge and values our clients have gained from the generations before and what they wish to impart on the generations of the future. We’ve found that as important as the planning process is the communication along the way. Our clients are informed about their financial standing and the thinking behind our recommendations.

Beyond this, we help them bring their families into the planning conversations and communicate to them, the financial decisions. Every family is unique. But consistently, our clients want to do what is best for future generations – for their family, their community or a special cause. We see our role as helping them manage their wealth to make their planned-for legacy a reality. We don’t do this alone.

At Wells Fargo Advisors, we have access to experts in the areas of Estate Planning, Tax and Investment Planning, Executive Services, and Federal Benefits. We also will work with other professionals our clients have chosen to help make sure there is a cohesive plan in place for them. Wells Fargo Advisors is not a tax or legal advisor. We encourage our clients to include their tax advisor in financial discussions and will provide you with information to help you comprehend the tax implications of your investments.