Investment Planning

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Crafting a Multigenerational Wealth Strategy

We tailor personalized plans for ultra-high-net-worth individuals by delving into your unique goals and family aspirations. Employing an outcome-focused approach, we address specific concerns like tax reduction, wealth transfer, asset preservation, and charitable planning.  Whether you are a founder in your first liquidity event or a multigenerational family office, our experienced team, is here to guide you through this planning journey.  


The Private Bank Planning Spectrum

  • Foundational planning
  • Income and estate tax mitigation
  • Wealth transfer and retention strategies
  • Asset preservation and risk reduction
  • Phlanthropic planning
  • Business owner strategies

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Wells Fargo & Company and its affiliates do not provide legal and tax advice. Please consult your legal and tax advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your taxes are prepared tax return is filed.
The Canell Group of Wells Fargo Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

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