Our High Net Worth Family Services

Helping affluent families achieve their lifetime and legacy goals.

We specialize in the following:

  • Envision® planning
  • Create customized asset management services
  • Open architecture access to third party money managers
  • Investment tax efficient strategies 
  • Alternative investments (for qualified investors)
  • Strategic and tactical asset allocation
  • Equity risk management
  • Cash management
  • Create customized asset management services
  • Wealth transfer planning
  • Insurance strategies to help protect estate


Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.

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