Specialized Wealth Services
We provide access to a sophisticated suite of services tailored to the complex needs of significant wealth, with the support of Wells Fargo Bank, N.A. and affiliates.
Expanded Capabilities
Trust & Estate Services
Thoughtfully structured solutions to protect your legacy.
Through Wells Fargo Bank, N.A., you have access to a range of trust and estate services that support long-term planning, asset protection, and multi-generational continuity.
Comprehensive trust solutions for multi-generational wealth:
- Revocable trusts, dynasty trusts, special needs trusts
- Trust administration and fiduciary oversight
- Investment management for trust assets
- Multi-generational planning and guidance on complex family considerations
- Corporate trustee and co-trustee services
Personalized Banking & Custom Credit Solutions
Banking services through Wells Fargo Bank, N.A. provide access to customized lending and premier banking capabilities to support both strategic planning and everyday financial management.
Sophisticated lending, liquidity, and cash management solutions:
- Customized credit strategies for financing acquisitions to accessing liquidity for strategic opportunities
- A wide range of lending options, spanning from liquid-secured to alternative asset–secured credit
- Premium checking, savings, and money movement services
Philanthropic Services
For individuals, families, and organizations seeking to align their wealth with their values, our philanthropic resources provide structured, strategic support.
Strategic charitable giving and philanthropic solutions:
- Donor-advised funds
- Private foundations and charitable trusts
- Investment management services for non-profits
Business Owner Advisory
Coordinated support for business owners preparing for near- or long-term transitions.
Business succession and transition planning support:
- Family transfers
- Sales to employees or outside buyers
- ESOP evaluation and implementation
- Key-person retention and family dynamics
- Coordination with estate, tax, and legal advisors
Executive Planning
Specialized support for leaders navigating complex compensation
Comprehensive executive compensation and wealth management strategies:
- Optimize equity benefits
- Manage concentrated stock positions
- Integrate compensation packages into a cohesive long-term plan
Wells Fargo Advisors does not provide legal or tax advice. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. Trust Services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.
Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
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.
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Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you.