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Private Wealth

Conversations

Experience thought leadership and inspiration to elevate your finances, your business, and your life.

Legacy Planning & Wealth Transfer

From tradition to transition: Planning ahead for a family vacation home

Learn what to consider when inheriting a house, including how to pass down a vacation home, manage shared ownership, and when selling may be the right option.

5 min read
Multi-generational family enjoying outdoor barbecue while seated by backyard pool.

Conversations

How to help protect your mobile device while traveling

Learn how to help protect your mobile device while traveling with simple, practical tips. Keep your phone, data, and personal information secure on any trip.

4 min read
Rear view of female backpacker.

Legacy Planning & Wealth Transfer

The basics of creating a trust fund for grandchildren

Understand the basics of creating a trust fund for grandchildren, including when they receive funds, choosing a trustee, and how a trust supports family milestones.

6 min read
A grandmother, grandfather, and mother gather around a newborn baby.

Business & Executive

Estate tax deferral for closely held businesses under IRC Section 6166

Understand estate tax deferral rules under IRC 6166 and how closely held businesses may qualify to delay federal estate tax payments.

6 min read
A man in a suit and tie operating industrial machinery in a factory.

Explore more topics

Access insights, strategies, and resources designed to support your unique goals.

Business & Executive

Explore strategies to help manage business growth, executive compensation, and succession planning.

Estate & Legacy

Create a plan that helps preserve wealth, minimize taxes, and ensure your legacy for future generations.

Investment Planning

Find tailored approaches to help diversify, grow, and protect your portfolio based on your goals and risk tolerance.

Philanthropy

Make an impact with structured giving strategies that align with your values and help maximize tax benefits.

For additional support, contact your advisor.

Don’t have an advisor?

Wells Fargo & Company and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.

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.