Our multi-generational investment planning approach allows us to build relationships with your family. When you are ready to have additional family members meet with our team, we can pace a dialogue that lets you share the information needed as we guide future generations.

Defining your family legacy We are dedicated to helping high-net-worth families and individuals navigate the critical challenges of successfully transitioning wealth to future generations and heirs. Based on in-depth conversations to understand your needs, we can ensure your estate plans are structured to help you realize your most important goals for the future of your family, in coordination with your tax and legal professionals.

Managing a family business If you’re a business owner who is growing a business, transitioning operations, or selling your business, we can introduce you to specialists at Wells Fargo Bank who can explore the wide scope of options available to you. Business succession planning can be a broad and complex subject, which is why we work to understand how your plans are structured around your business and family goals.

Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to Clients without a relationship with Wells Fargo Bank, N.A.