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.
Private Wealth
Family Wealth and Culture Services
At the Heart of What Matters Most®
Family Wealth and Culture Services collaborates with families and their advisors, providing strategic guidance focused on the complex needs of multigenerational and business-owning families.
This dedicated team helps Private Wealth clients pave the way toward growth and prosperity. Our approach is designed to help build trust, ensure a shared vision, link the past with the present and the future, and empower rising generations to continue the family legacy.
Offered through Wells Fargo Bank, N.A.
Family dynamics, education, and governance
For multigenerational families, family offices, and family foundations
Family and business history
Sharing history as a powerful way to unite around values and goals
Multidimensional, multifaceted, multigenerational
Customized services to support family members and family structures, such as:
- Effective communication and family governance strategies
- Shared decision-making and alignment
- Education for rising generations
- Wealth education and best practices
- Preserving legacy
- Family history and values
- Navigating the family business
- Business ownership: intergenerational succession planning
- Business history and heritage
Uniting wealth, purpose, and legacy
Multigenerational and business-owning families have unique needs that extend beyond assets. With advanced degrees, specialized training, and extensive experience, we help families communicate and align around the most meaningful issues, helping ensure they’ll be prepared for life’s transitions and for building the legacy they choose. To learn more about Family Wealth and Culture Services, contact your advisor.