Wealth Management Strategies That Revolve Around You
What We Do
Our Services
Gifting/Philanthropy
Estate Planning Strategies
Tax Optimization
Retirement Income Planning
Investment Management
Strengthening Each Foundation
Custom Credit Strategies based on a variety of collateral types tailored to match the unique timing and cash flow needs to acquire once-in-a-lifetime dreams or experiences. Other ways we can help include:
- Avoiding the temptation to sell low-cost basis or highly-appreciated liquid or illiquid assets
- Preventing taking a loss on the sale of a liquid or illiquid asset
- Deferring taxes on the sale of an asset
- Implementing strategies for estate planning, succession and tax minimization
Trust Services with guidance from a Wells Fargo Bank professional can help preserve and transition wealth for generations to come.
- Defining how to help achieve philanthropic goals.
- Handling financial affairs if you or a loved one are no longer able.
- Planning how to best transfer wealth to your heirs.
- Coordinating care for a loved one with special needs.
- Implementing the wishes of your estate plan after you’ve passed away.
- Distributing specialty assets, such as real estate and business interests.
Alternative Investment Strategies with access to private capital and other ground floor opportunities. Options include:
- Venture capital
- Private capital
- Hedge funds
- Precious metals
- Real estate
- Commodities
Family Dynamics Counseling to encourage the responsible stewardship and respect of inter-generational wealth. Wide-ranging guidance includes:
- Individual interviews with each family member and bringing you family together to discuss insights, themes and goals.
- Designing/facilitating conversations to address goals established during interviews.
- Educating your heirs to become responsible stewards of wealth.
- Aligning family members in respect to wealth-related values, purposes and goals.
- Unifying shared causes inspired by your family's values, passions and strategic mission in support of charitable giving or corporate philanthropy.
Oil, Gas and Mineral Management from one of the largest oil, gas and mineral (OGM) interests in the country.
- Leasing and developing unleased OGM interests
- Monitoring and evaluating your existing OGM interests
- Negotiating OGM interest leases and other contracts
- Paying joint interest bill (JIB) or property taxes for OGM interests
- Processing OGM interests income and expenses
- Reporting year-end OGM interests
- Selling OGM interests to create liquidity
- Transferring OGM interests
Business Transition and Advisory Services that help owners and entrepreneurs value, manage and map out succession strategies for what might be their proudest asset.
- Determining keep/sell and buy/sell considerations
- Coordinating financial, wealth transfer and business transition planning
- Conducting business valuation and economic trends/outlook
- Overseeing ownership transition
- Identifying liquidity alternatives
- Planning for the pre-sale of your business
- Delivering enterprise and industry valuation insights
- Optimizing transactional tax and organizational considerations
- Strategizing family business succession and governance
- Formulating business contingency plans
- Helping maximize executive compensation
Wells Fargo Advisors does not provide legal or tax advice.
Trust Services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.
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.
Lending and other banking services available through Wells Fargo Advisors (NMLS ID 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.
Alternative investments, such as hedge funds, funds of hedge funds, managed futures, private capital, real assets and real estate funds, are not appropriate for all investors. They are speculative, highly illiquid, and are designed for long-term investment, and not as trading vehicle. These funds carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. The high expenses associated with alternative investments must be offset by trading profits and other income which may not be realized. Unlike mutual funds, alternative investments are not subject to some of the regulations designed to protect investors and are not required to provide the same level of disclosure as would be received from a mutual fund. They trade in diverse complex strategies that are affected in different ways and at different times by changing market conditions. Strategies may, at times, be out of market favor for considerable periods with adverse consequences for the fund and the investor. An investment in these funds involve the risks inherent in an investment in securities and can include losses associated with speculative investment practices, including hedging and leveraging through derivatives, such as futures, options, swaps, short selling, investments in non-U.S. securities, “junk” bonds and illiquid investments. The use of leverage in a portfolio varies by strategy. Leverage can significantly increase return potential but create greater risk of loss. At times, a fund may be unable to sell certain of its illiquid investments without a substantial drop in price, if at all. Other risks can include those associated with potential lack of diversification, restrictions on transferring interests, no available secondary market, complex tax structures, delays in tax reporting, valuation of securities and pricing. An investment in a fund of funds carries additional risks including asset-based fees and expenses at the fund level and indirect fees, expenses and asset-based compensation of investment funds in which these funds invest. An investor should review the private placement memorandum, subscription agreement and other related offering materials for complete information regarding terms, including all applicable fees, as well as the specific risks associated with a fund before investing.
There Can Be No Achieving Without Believing.
And we believe we’ll serve you, your wealth and your future in extraordinary ways.