Ultra-high net worth investors and institutions face inherently more complex challenges due to the scale and diversity of their assets. These clients often have intricate balance sheets, with various liquid portfolios, real estate assets, business interests, and nuanced liabilities. Additionally, they face unique challenges including complex tax considerations, estate planning intricacies, and the need for holistic, sophisticated financial strategies that align their assets with their desired outcomes. Fortunately for these investors, their scale awards them opportunities for customized solutions to address these complexities and accomplish their goals.

The Quasha/Harrison Private Wealth Management Group provides coordinated access to Wells Fargo affiliates who help address these complexities by leveraging experience and a team of subject-matter experts in estate planning, trust and fiduciary services, real estate asset management, family dynamics, legal, investment banking, and specialized asset services (through Wells Fargo Bank, N.A., member FDIC) to name a few. This holistic and integrated approach enables these clients to focus on what matters most: fostering their legacy and accomplishing their goals. We are proud to partner with our ultra-high net worth and institutional clients as we work to design tailored solutions that meet their specific needs and help them make their vision for the future a reality.