Is it time to consider transitioning wealth? The Bass Foley Group of Wells Fargo Advisors’ approach includes involving the entire family in the wealth management process. The team works to get to know each family and builds trust through proactive engagement with the younger generations. This helps to meet financial needs today and plan for the future.

The Bass Foley Group helps families:  

• Build legacy plans for distributing wealth

• Implement strategies to help minimize taxes

• Analyze insurance coverage and determine gaps to fill in order to protect family members and assets

• Educate children/grandchildren about money and investing

• Involve the next generation in learning about the family values

• Prepare children/grandchildren to handle their inheritance

• Consider how to make tax-efficient charitable donations

Wells Fargo Advisors does not provide legal or tax advice. 

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.