Nonprofit Institutional Consulting
Moving Your Mission Forward

Best Private Bank for Philanthropic Services*

Global Private Banking Awards gather qualitative and quantitative information from private banking groups to award excellence. The award criteria focuses on and highlights key achievements, changes, or improvements made during 2020 and in the first quarter of 2021, in relation to the business and investment models, growth strategies, customer service, staff retention, and other clientfocused areas. The publications added several questions to gain an understanding of how institutions reviewed their business and service models to face the COVID-19 pandemic, and how they supported clients and employees during these challenging times.

“Give until it hurts... and then give a little more.”

– Brett Torino

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 offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.