Private Wealth

Closely Held Asset Management

Specialized services for owners of privately held business interests

Like other types of specialty assets, owning a controlling or minority interest in a private business presents unique opportunities and considerations that can be more complex than those of traditional investments.

As a Private Wealth client, you can benefit from access to expertise and resources to help manage your closely held business assets and maximize their value for generations to come or when planning for a transition or sale.

Offered through Wells Fargo Bank, N.A.

From corporations to sole proprietorships

Working with our team of closely held asset management professionals can help ensure continuity of ownership, preservation of assets, and professional oversight of your private business interests — all within the context of your overall portfolio, investment objectives, and estate planning goals.

Personalized expertise

Our dedicated specialists have extensive experience in managing and understanding the complexities of various business structures across a wide range of industries, including C and S corporations, limited liability companies (LLCs), partnerships, and sole proprietorships.

A fiduciary approach

As a fiduciary, our services include comprehensive asset management, trust and estate administration, and shareholder representation to exercise voting rights, attend board meetings, and manage communications.

Specialty asset management

If you also own complex underlying assets such as real estate, oil, gas, mineral, or other energy interests, your closely held team can collaborate with our other specialty asset managers to help coordinate holistic oversight of your entire portfolio.

Simplifying the complex

Naming Wells Fargo Bank, N.A. as your corporate fiduciary can help alleviate the daily complexity of managing your closely held business interests today and for future generations. Our Private Wealth professionals have the knowledge, experience, and solutions to help preserve and enhance the value of your assets for you, your heirs, and the future of your business. To learn more about Closely Held Asset Management, contact your advisor.

Private Wealth insights

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Trust and Estate Services

Business Transition Planning

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How we work with business owners

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

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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.

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.