The buzzword “holistic” has lost some of its meaning in our industry. Not to us.
While we’re more than capable of allocating assets with precision, that’s only a fraction of the value we bring. Our clients require strategies involving liquidity, preservation, transition — elements that energize us.
Here’s how we deliver an authentically holistic approach to investment planning.
Wealth and Legacy Planning
Family Wealth & Culture Services
- Helps educate the next generation on the importance of managing inheritances
- Aligns philanthropy and family values
- Implements investments based on cause-related preference
- Provides financial stewardship
- Wealth planning promotes a mindset of legacy and longevity
Trust Services
- Suggest how to use assets held in trusts for collateral
- Structure tax-efficient gifting and philanthropy
- Influence family governance formation and guidelines
Philanthropic Services
- Incorporate tax-advantaged giving
- Manage foundational or charitable cash flows
- Reinforce familial vision through structured charitable causes or activities
- Help manage assets of a charity or foundation
Investment & Asset Management
- Allocates, rebalances and refines the holdings of a personal, business or philanthropic portfolio
- Coordinates liquidity and collateral requirements
- Manages endowments and charitable fund assets
Access to the Wells Fargo Private Bank Experience
- Helps facilitate cashflow across multiple entities
- Offers competitive financing options
- Provides access to custom lending strategies
The Wells Fargo Private Bank (The Private Bank) experience connects clients with products and services provided by Wells Fargo Bank, N.A. and/or Wells Fargo Advisors. Wells Fargo Bank, N.A. provides investment managements services as part of it's trust and fiduciary services, deposit products, lending products and other bank products. Wells Fargo Advisors provides investment advisory and brokerage services. Wells Fargo Advisors is a trade name used by Well Fargo Clearing Servies, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. 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. For Bank products and services, the Bank is responsible for the day-to-day management of any referred accounts. Eligibility for The Private Bank experiences is subject to change without prior notice. Products and services may have qualifications or pre-acceptance requirements that are different than the eligibility requirements for the Private Bank experience.
