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Step 1: Build your team

A coordinated team can provide personalized guidance as your needs evolve. Your advisor can help bring the right professionals together.

Your core team

A financial advisor can help bring coordination and oversight to your plan and work with other trusted professionals when appropriate. Depending on your situation, here's who you may want to work with:

  • A financial advisor to help address strategy and oversee the plan
  • An estate and/or tax attorney to help structure legal documents
  • A CPA or tax advisor to address tax considerations

As your life and wealth evolve, qualifying clients of Private Wealth may benefit from access to additional specialists, including:

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Guidance for the people behind your legacy

A Wells Fargo Advisors Financial Advisor can help you navigate the financial, personal, and family considerations involved in transferring wealth with confidence.

Lifescapes


Guidance and conversation starters to help families discuss wealth, values, and legacy together.

Helping preserve generational wealth


Learn about common challenges to preserving generational wealth and how to prepare for them.

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.

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.

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.

1. Offered through Wells Fargo Bank, N.A.

2. Offered through Wells Fargo Clearing Services.

3. Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.