Private Wealth

Private Wealth solutions tailored for your goals

Private Wealth clients enjoy exclusive access to specialized services and products, curated by your advisor to take advantage of tactical opportunities or help meet long-term goals. Personalized strategies target specific outcomes — from financing private aviation to creating a legacy for future generations.

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Your local team with national reach

As a Private Wealth client, you’re at the center of a dedicated team with local expertise in select markets and nationwide support. Private Wealth specialists offer access to and personalization for exceptional services to help suit your needs.

Building and managing wealth

Offered through Wells Fargo Bank, N.A.

Trust and Estate Services

As a full-service corporate fiduciary, we provide comprehensive trust administration, asset management, and strategic advice to address your trust, estate, and wealth transfer needs for today and tomorrow, including estate settlement and special needs trusts.

Portfolio Management

Private Wealth portfolio managers can partner with your advisor to tailor investments aligned to your long-term financial goals and values — across public and private markets.

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Family Wealth and Culture Services

We support multigenerational, enterprise, and business-owning families, helping to align values and goals, facilitate meaningful financial conversations, and prepare the next generation for leadership.

Wealth Planning

Your advisor can connect you with the right experts to plan for personal and business interests, customizing a strategy to help you manage, preserve, and transition wealth.

Private Banking

Local expertise to help you with cash management, lending, and credit solutions to help your capital work harder. We take a full balance sheet approach, partnering with your trusted advisors for a comprehensive perspective.

Family Office Services

Strategic planning across investments, estate and wealth transfer strategies, philanthropy, and family governance can help manage, preserve, and grow multigenerational wealth for your family and business.

Philanthropic Services

Planning is the key to helping maximize gifting. We can help you deepen your impact with charitable solutions and giving strategies for your family, foundation, or nonprofit organization.

Outsourced Chief Investment Officer (OCIO)

For tax-exempt organizations, we provide discretionary investment management and specialized advisory services in support of your mission.

Specialty asset management

Closely Held Asset Management

With fiduciary oversight, dedicated professionals can help you enhance, preserve, or plan for a transition of your controlling or minority interests in privately held businesses.

Energy Asset Management

If you own oil, gas, mineral, wind, solar, or other natural resource interests, our professionals can help manage these specialty assets in the context of your overall wealth plan.

Real Estate Asset Management

Whether you’re looking to build your real estate portfolio or plan for a transition, our specialists can help manage nearly any type of property, anywhere in the U.S., at any stage of ownership.

Commercial Banking and Corporate & Investment Banking

Offered through Wells Fargo & Company

Commercial Banking

We bring together the benefits of exceptional relationship management, extensive industry experience, and comprehensive financial services offerings including credit, treasury management, and commercial capital solutions.

Corporate & Investment Banking

Our enduring commitment to our clients underpins our global corporate and investment banking, markets, and commercial real estate businesses.

Private Wealth insights

Visit Wells Fargo Conversations for exclusive insights curated for Private Wealth clients.

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Access in-depth investment research and market commentary from Wells Fargo Investment Institute.

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Wells Fargo & Company — strength in numbers

One of the world's largest public companies.¹

$2.5 trillion

in client assets²

$28 billion

in philanthropic assets managed³

170 years

of banking services

Explore our Private Wealth offerings

Who we serve

How we work with you

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Private Wealth overview

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Your Private Wealth opportunity starts here — let’s have a conversation

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1. Wells Fargo & Company (parent company of Wells Fargo Bank, N.A.) is ranked 16 on Forbes’ Global 2000 list of the largest public companies in the world, June 12, 2025.
2. Including deposits, as of January 14, 2026. Total Wealth & Investment Management client assets represent assets held in Wells Fargo Advisors and Wells Fargo Bank.
3. Wells Fargo Philanthropic Services, as of December 31, 2025.

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.

Commercial Banking products and services are provided by Wells Fargo Bank, N.A. and its subsidiaries and affiliates. Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company, is not liable or responsible for obligations of its affiliates. Deposits held in non-U.S. branches are not FDIC insured. Products and services require credit approval.

Wells Fargo Corporate & Investment Banking (CIB) and Wells Fargo Securities (WFS) are the trade names used for the corporate banking, capital markets, and investment banking services of Wells Fargo & Company and its subsidiaries, including but not limited to Wells Fargo Securities, LLC, member of NYSE, FINRA, NFA, and SIPC, Wells Fargo Prime Services, LLC, member of FINRA, NFA and SIPC, and Wells Fargo Bank, N.A., member NFA and swap dealer registered with the CFTC and security-based swap dealer registered with the SEC, member FDIC. Wells Fargo Securities, LLC and Wells Fargo Prime Services, LLC, are distinct entities from affiliated banks and thrifts.

Deposit products provided by Wells Fargo Bank, N.A., Member FDIC. Deposit insurance only protects against the failure of an insured depository institution and is subject to FDIC rules, including pass-through coverage which requires certain conditions to be satisfied.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.