Family Office Approach. Tailored to You.
Your Private Wealth Experience
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Exit Planning Advisor (CEPA®), Will Murphy brings specialized insight to business owners preparing for transition. He works closely with clients to align personal wealth planning with business value—helping ensure that exit decisions are thoughtful, tax-aware, and coordinated with long-term financial goals.
* Bank products and services are available through Wells Fargo Bank, 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.
Built for Where You Are—and Where You’re Going
Whether you’re growing wealth, preparing for transition, or thinking about what comes next, our approach adapts to your needs at every stage.
Multigenerational Families
Aligning investment strategy and legacy planning to support continuity across generations.
Business Owners & Entrepreneurs
Coordinating personal and business wealth strategies—from growth through transition.
Corporate Executives
Managing equity compensation and concentrated positions with long-term clarity.
Family Stewards & Philanthropic Families
Aligning wealth with purpose through thoughtful, long-term giving strategies.
Comprehensive Services
We work to integrate all aspects of your financial life.
Complex Wealth Planning
Coordinated planning for personal, corporate and business interests.
Family Stewards & Philanthropic Families
Aligning wealth with purpose through thoughtful, long-term giving strategies.
Family Office Services*
Integrated planning across investments, wealth transfer, and philanthropy.
Business Advisory*
Guidance through ownership transitions and complex family dynamics.
Business Succession Strategies
Helping to guide ownership transitions and liquidity events with strategies designed for continuity, value, and long-term impact.
Trust & Estate Services*
Trust administration, fiduciary services, and estate planning solutions.
Portfolio Management
We build portfolios with core investments aiming to provide long-term growth. Satellite positions help reduce risk or capture opportunities as markets evolve.
Philanthropic Planning
Strategic planning to help maximize charitable impact.
Executive Services
Focusing on restricted securities and specialized transactions for key principals of private equity firms and corporations.
Private Banking*
Access to cash management, lending, and credit solutions through Wells Fargo Bank, N.A. and affiliates.
*Wealth & Investment Management (WIM) offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A. Wells Fargo Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.
Bank products and services are available through Wells Fargo Bank, 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 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 Advisors and its affiliates do not provide legal or tax advice. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Private Wealth is an exclusive and personalized service and product offering for qualifying clients of Wealth & Investment Management (WIM). WIM offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Financial Advisors of Wells Fargo Advisors may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank where the Bank is responsible for the day-to-day management of any referred accounts.