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Private Wealth

Business & Executive

Get actionable insights for executives and business leaders to help accelerate growth and make strategic decisions.
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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
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Executive retirement planning: What corporate leaders should know

Corporate executives face unique retirement challenges. Learn how executive retirement plans, diversification, and tax planning may help shape a successful transition.

5 min read
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Family business succession planning: Dos and don'ts

Learn more about family business succession planning and why setting clear expectations, valuing non-family employees, and creating employment policies can be critical.

5 min read
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Navigating business succession with family in mind

Early planning can help business owners navigate succession in a way that preserves enterprise value, supports family alignment, and sustains a lasting legacy.

5 min read
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How to reduce business taxes with proper planning

Learn about claiming the Section 179 deduction and other tax benefits with proper business tax planning, a business structure review, and a strong advisory team.

4 min read
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Planning your family business exit strategy

Planning your family business exit strategy or selling a business? Here's information you need to know about succession options and selling to a third party.

4 min read
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Taking a thoughtful approach to transitioning a business to the next generation

Learn how to approach family business succession planning and why business health, transition timing, and next-gen leadership readiness are important.

4 min read
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5 common regrets owners have after selling a business

See common mistakes to avoid when selling a business. Learn why timing, transition planning, and the right advisory team are crucial in a business exit strategy.

5 min read

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Investment Planning

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

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Philanthropy

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

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Estate & Legacy

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

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.