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Private Wealth

Business & Executive

Get actionable insights for executives and business leaders to help accelerate growth and make confident 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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Dos and don’ts of business succession planning

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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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.