Cash Management Solutions
Comprehensive cash management strategies to optimize financial resources and enhance liquidity. Our solutions are designed to simplify daily financial activities, streamline payments and ensure seamless integration with broader wealth planning goals.
Executive Planning
Customized support for business leaders to optimize equity benefits, navigate stock strategies and enhance wealth planning. This comprehensive approach simplifies complex compensation structures and helps align wealth planning for long-term success.
Trust and Estate Planning
Offering solutions designed to protect your legacy, support your loved ones and meet a variety of complex planning needs, including special needs trusts. Our expertise helps ensure your assets are managed according to your wishes.1
Comprehensive Wealth Planning
Personalized strategies to manage, preserve and transition wealth, tailored to your unique goals and priorities. This includes ongoing stewardship of specialty assets, such as real estate and business interests.
Business Owner Advisory Services
Comprehensive support for managing, valuing and transitioning privately held companies. From strategic planning to succession, we help navigate complexities and secure your legacy.
Insurance Services
Customized insurance solutions designed to protect wealth, support estate planning and provide financial security for future generations.2
Outsourced Chief Investment Officer (OCIO)
Providing investment management and value-added services to help nonprofits realize their mission and vision.
Alternative Investments
Access a diverse range of nontraditional investment opportunities designed to enhance portfolio growth, manage risk and align with your financial goals.
Family Wealth & Culture Services
Advises families on navigating generational wealth, fostering a legacy of financial stewardship and preserving values across generations.
Portfolio Management
Deliver tailored investment strategies designed to grow, protect and align with your family’s long-term financial goals and objectives.
Services offered through Wells Fargo Bank, N.A. and affiliates
Custom Lending
Exclusive lending solutions tailored to the financial needs of affluent individuals and families. From financing acquisitions to accessing liquidity for strategic planning through Wells Fargo Bank and affiliates, their bespoke strategies deliver the flexibility to help you achieve your wealth objectives.
Philanthropic Services
Tailored solutions for individuals and tax-exempt entities that align with their charitable and nonprofit goals.
1 Trust Services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.
2 Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
Wells Fargo Advisors does not provide legal or tax advice.
Wells Fargo Wealth & Investment Management (WIM) provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company.
Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
Alternative investments, such as hedge funds, private equity and private real estate funds are not appropriate for all investors and are only open to “accredited” or “qualified” investors within the meaning of U.S. securities laws.
Wells Fargo and Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.