1 Private Wealth eligibility for Executive Wealth Solutions clients is determined through an integrated review of the overall client relationship, including financial complexity, breadth of banking and investment needs, and the depth of engagement across the firm — not solely based on assets under management (AUM) thresholds.
Private Wealth
Executive Wealth Solutions
We serve leaders at large corporations with specialties including legal, accounting, and private equity with firm-anchored wealth management designed for complex financial lives. From customized private banking and investment services to specialized support around capital and lending, and liquidity events, Executive Wealth Solutions helps clients navigate financial priorities today, tomorrow, and over the long term.
A strategic approach to private wealth management
Executive Wealth Solutions offers a range of services and capabilities tailored to each client’s professional environment.
Executive Wealth
An elevated wealth experience designed to help support corporate executives’ evolving financial lives.
Professional Service Leaders
Coordinated guidance and services to help executives and partners at professional service firms manage their wealth within a highly complex industry environment.
Private Equity Professionals
A coordinated wealth management approach designed for private equity leaders, partners, and professionals navigating complex investment and liquidity-driven wealth.
Legal Specialty Group
Tailored financial solutions designed to help meet the unique business and personal wealth needs of law firms and attorneys.
Private Wealth service and access
Executive Wealth Solutions clients benefit from highly personalized Private Wealth service and access, including access to a broad range of products, advice and events, specialized planning and investment resources, relationship-based pricing, Cyber Client Advisory Team services, and dedicated support from the Private Wealth Service Team, which includes enhanced security features designed to help protect accounts and sensitive financial information.1
A long-term financial focus
Executive Wealth Solutions is built on continuity, discretion, and a deep understanding of the professional and personal dynamics that define your life.
The focus extends beyond individual transactions, toward building a lasting relationship that helps support decision-making, adapts to change, and helps build and sustain wealth over time.
Begin a confidential conversation
Connect with the Executive Wealth Solutions team dedicated to exploring a more coordinated approach to managing your wealth at EWS@wellsfargo.com.
