Alternative investments are investments other than stocks, bonds and cash. Alternative investment strategies may deliver significant benefits to an overall investment portfolio. We offer a diverse lineup of alternative investments intended to complement portfolios in any economic environment.

 We help our clients through access too:
  • Hedge Funds
  • Private Equity
  • Private Debt
  • Direct Private Placements
  • Real Assets
As an Executive, your compensation package probably includes a significant portion of stock options, restricted stock, and other equity-based grants. As a result, this may create a unique investment challenge.

How we help our clients:
  • Developing and implementing 10b5-1 trading programs
  • Creating long-term selling strategies for your stock options portfolio
  • Discussing strategies that can help you better manage your income tax exposure, particularly to the alternative minimum tax(AMT).
  • Developing strategies to diversify concentrated stock positions.
Options may be used to increase or reduce exposure to equities and Exchange-Trades Funds(ETFs). Our team manages strategies designed for hedging, income generation, risk reduction, and to gain exposure to a stock or ETF through long equity strategies.

 
How we help our clients:
  • Covered Call writing: Exchange of unlimited potential capital appreciation in return for added cash flow.
  • Hedging: Use of protective puts and collars(combination of call writing and hedging) to help mitigate risk.
  • Tactical Strategies: selectively adding risk using strategies that add portfolio risk(short put writing and spreads).
Our professionals within Wells Fargo Bank provide experienced fiduciary management to clients who own minority and controlling interests in small to mid-sizeoperating and holding companies held in a trust or estate.

What we do for our clients:
  • Review ownership and management succession plans and help address potential risks as they relate to the client’s overall financial picture.
  • Manage and administer closely held company and business interests held in trust or estates to help preserve and grow the value of the assets based on the portfolio overall investment objectives.
  • Represent shareholders to exercise voting rights, attend board meetings and manage communications.
  • Manage complex underlying business assets such as real estate and oil, gas and mineral interests in collaboration with other professionals.


Offered through Wells Fargo Bank, N.A.
Private Placement Variable Annuities (PPVAs) and Private Placement Variable Universal Life Insurance (PPVUL) are insurance solutions that offer high net worth investors a way to participate in hedge funds and other alternative investments without incurring current tax liability each year.
We are dedicated to helping organizations, individuals, and families achieve their strategic charitable goals, from structuring lifetime giving programs to handling the day-to-day operations of a large-scale foundation. We have the resources and capabilities to offer holistic solutions to our clients and help them navigate the administrative and regulatory tasks, leaving giving them more time to focus on their mission.

Our solutions include:
  • Donor-advised funds
  • Private foundations
  • Charitable remainder and lead trusts
*For nonprofit organizations, we offer institutional nonprofit and tax-exempt entity investment management.*
Our experienced real estate specialists will work with you to help enhance your portfolio and make strategic decisions in the context of your overall investments, objectives, and wealth plan. Whether your holdings/aquisitions include commercial space, residential or multifamily units, farms, ranches, or vacant land, we can serve you as a fiduciary asset manager to help design and implement a plan based on your situation.

What we do for our clients:
  • Regular performance assessments
  • Asset management
  • Manage debt and credit
  • Acquisition services
  • Coordinate sale and lease transactions
  • Risk management

Offered through Wells Fargo Bank, N.A.
Wells Fargo Bank’s Special Needs Trust Services team works with clients to enhance the quality of life for individuals living with special needs. As trustee, Wells Fargo Bank, N.A., provides trust administration, asset management and continued support for individuals living with a disability.

What we do for our clients:
 
  • Helping to determine family objectives for a loved one living with special needs.
  • Consulting with the client and their attorney on special needs planning and considerations related to receiving a personal injury settlement.
  • Developing comprehensive budgets.
  • Assisting with referrals for attorneys, case managers, and others.
  • Paying bills and making tax payments at the direction of the client’s tax preparer.
  • Purchasing accessible vehicles and residential real estate if allowed by the trust instrument.
  • Preparing administrative trust accountings for court-supervised accounts.
Offered through Wells Fargo Bank, N.A.