Skip to main content

Custom Lending

Solutions for Complex Lending Needs

Custom Lending Offered Through Wells Fargo Bank, N.A.*

To help increase liquidity, manage wealth planning goals, improve tax efficiency, enable life-enhancing purchases, and maintain portfolio diversification, our credit specialists can provide custom solutions available through Wells Fargo Bank, N.A. As part of our services, we offer:

Liquid secured financing

Leverage cash, cash alternatives, marketable securities, and fixed income holdings to help create liquidity while maintaining your positions.

Semi-liquid and custom illiquid securities financing

Holding a large and concentrated position in your firm may seem restrictive. Now you have options. We can help tailor lending solutions leveraging semi-liquid and custom illiquid assets — from privately held stock to concentrated or restricted public equity positions.

Complex investor real estate term loans and lines

As a commercial real estate owner, you can further diversify investments or help meet cash flow needs with a term loan or line of credit. In addition to credit, you’ll have access to our wealth planning, investment management, and trust services.

Life insurance premium financing

Helping your estate planning strategies meet your goals while preserving liquidity by funding your long-term insurance strategy with custom financing solutions.

Alternative assets secured credit

If you’re a private capital or hedge fund* stakeholder or a third-party investor or family office, our financing options may enable you to act on opportunities while you continue to maintain and benefit from your investments.

Employee stock ownership plan (ESOP) monetization loans

If you’re an owner of a privately held company and would like to sell all or part of your business, you might consider the sale of your shares to an employee stock ownership plan (ESOP). If so, we offer a monetization loan for investing your sales proceeds in qualified replacement property (QRP), an essential part of a tax deferral strategy.

Fine art secured lending

Unlock financial opportunity with your passion for collecting fine art. Our fine art secured lending allows you to leverage your art collection as part of your investment portfolio.

Aircraft financing

Whether you are considering purchasing a new or pre-owned aircraft or refinancing an existing one, we can help you develop a well-informed funding strategy.

Wells Fargo Advisors does not provide tax or legal advice. Please consult your tax and legal advisors to determine how this information may apply to your own situation.

*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.

Let’s start the conversation

Schedule a complimentary meeting today!

Leave this empty:

Thank you for your submission!