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Private Wealth

Philanthropy

Discover how to turn your generosity into positive impact through foundations, trusts, and strategic donations.
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Family philanthropy: Engaging the next generation in shared giving

Discover strategies for building generational philanthropy, aligning family values, and integrating philanthropy into your wealth plan.

4 min read
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The benefits of an intentional giving strategy

Discover the benefits of intentional giving and learn about charitable donations, donor-advised funds, private foundations, and volunteering as giving strategies.

6 min read

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Estate & Legacy

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

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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.