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Private Wealth

Legacy Planning & Wealth Transfer

Discover thoughtful approaches to passing on your wealth with purpose.
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Protect your legacy: Estate planning without heirs

Estate planning without heirs requires a thoughtful strategy. Learn how marital trusts, charitable trusts, and tax exemptions can help protect your legacy.

6 min read
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Values-based, multi-generation estate planning for families

Learn how to align family estate planning with values and how trusts, education funding, and charitable giving help build a multi-generational wealth strategy.

6 min read
Grandfather, adult son, and two young grandchildren seated on backyard patio.

Gifting equity in a home: Things to know

Learn what gifting equity in a home means, what the tax implications may be, how it can affect mortgage, and what the Qualified Personal Residence Trust is.

7 min read
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Privacy is cybersecurity: A modern playbook for protecting your family and wealth

For high-net-worth families, protecting wealth includes controlling what’s visible through both cybersecurity and privacy, especially during times of change.

6 min read
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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
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How to pass it on: Preserving generational wealth and wisdom

Help preserve your family legacy by breaking the silence around money. Learn strategies for generational wealth transfer, family meetings, and aligning assets with values.

4 min read

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Family Dynamics

Explore approaches for fostering understanding, maintaining harmony, and honoring your family’s values.

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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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Investment Planning

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

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Business & Executive

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

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.

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.