Our approach utilizes a custom-tailored combination of strategies for capital preservation and potential wealth creation. When we begin our relationship with you, we will explore your financial objectives and ambitions thoroughly. In constructing strategies designed to help achieve your vision we leverage the full enterprise and incorporate additional specialists and services offered by Wells Fargo Bank N.A. as needed to address your unique situation down to the finest detail.
Preserving and building upon what you have established, including multigenerational wealth and closely held assets, requires continuous oversight, careful maintenance, and unique opportunities. We take a custom approach, offering distinct investment opportunities tailored to support your objectives, timing, and risk tolerance, helping you preserve and enhance the value of your assets.
- Unique investment opportunities, public and private global real estate, hedge funds, private capital, and initial public offerings; expertise in sustainable investing, and Outsourced Chief Investment Officer (OCIO)
- Specialized offerings in real estate asset management, closely held asset, and oil, gas, and mineral management
Establishing a vision for your legacy is a first step, but how do you ensure you are taking the right steps to deliver on that vision? Through the LifeSyncSM experience, we develop strategies designed to address your complex needs and preserve what you have built across generations.
- Risk assessment and management
- Life and business transition planning
- Wealth transfer strategies
- Communication and education
- Business owner advisory services
Navigating delicate family relationships and values may be challenging, but they are critical for your overall wealth plan. The team will work closely with you to support your sophisticated needs related to multigenerational stakeholders and family philanthropy, as well as provide guidance around important discussions and decision-making to help build a shared family vision. Services include:
- Family dynamics, education, and governance
- Family business transition
- Family and business history
We help you create a legacy by helping the cause or organization you are passionate about. Our integrated consulting services are designed to help your wealth make a measurable impact and to meet your philanthropic and administrative objectives.
- Individuals, families, foundations, and endowments
- Strategic philanthropy and social impact
- Support for institutional planned giving programs
- Specialized guidance in all areas of philanthropy
Protecting your loved ones, ensuring they are taken care of, and addressing important needs can be daunting. Specialists can provide extra support by crafting custom plans that help simplify administration, strengthen family harmony, transfer taxes, ease wealth transfer, and maintain your family vision.
- Trust, custody, and fiduciary investment management
- Special needs trust services
- Estate services
- Specialty asset management as part of your trust
Live the lifestyle you desire and make aspirational purchases without disrupting your cash flow or liquidating investment positions. Leveraging your existing assets, we can help you:
- Consolidate your accounts
- Streamline complexity
- Unlock potential to help you achieve your goals
We provide tailored, tactical lending products and services designed to integrate with your estate and investment planning goals in tax-efficient ways.
- Specialized financing, including unsecured loans and loans secured by aircraft, fine art, life insurance premium financing, and alternative investments
- Innovative business succession financing, including employee stock ownership plan (ESOP) monetization financing
- Competitive real estate financing, including residential mortgages and commercial properties
- Premium deposit accounts with advanced money movement capabilities and higher limits
- Treasury management services
- Foreign exchange services