Private Wealth

Cash Management

Cash and treasury management, aligned to your broader wealth objectives

Cash strategy plays a vital role in your overall wealth plan. Whether supporting day-to-day liquidity or more complex financial structures, Private Banking offers integrated capabilities designed to provide flexibility, control, and coordination across a full financial life.

Offered through Wells Fargo Bank, N.A.

Cash management

Private Bank Checking and Private Bank Market Rate Savings accounts are designed to support the evolving financial needs of Private Wealth clients, with features and capabilities that include:

Preferred pricing and relationship benefits: Waived or reduced fees on many everyday banking transactions, along with relationship-based pricing.
Enhanced digital access: A secure, intuitive experience through Wells Fargo Online® and the Wells Fargo Mobile® app, providing convenient, real-time access to accounts.¹
Advanced money movement: Elevated transaction limits and flexible transfer capabilities designed to accommodate more complex activity.
Foreign exchange: The ability to send and receive international payments in more than 70 currencies and help manage currency risk.

Wells Fargo Advisors is not an FDIC-insured depository institution. Deposit products provided by Wells Fargo Bank, N.A., Member FDIC. Deposit insurance only protects against the failure of an insured depository institution.

Flowing fountain symbolizing cash management and movement

Treasury management

For clients with complex financial structures, treasury management capabilities offer a flexible, integrated approach to managing wealth. Many high-net-worth families operate with the sophistication of a business, utilizing trusts, LLCs, and support from family offices, CFOs, or other advisors.

Wells Fargo Vantage® serves as a centralized digital platform, enabling more efficient oversight and coordination of banking activities. Accessible via desktop or mobile, the platform provides secure, role-based access for trusted individuals, such as accountants or tax advisors, aligned to their specific responsibilities. Key capabilities include:

Centralized access to personal and business accounts
Cash flow and liquidity management tools supporting both daily activity and long-term planning
Secure, role-based permissions for family offices and external advisors
Advanced reporting to support informed decision-making

Person using laptop to looking for cash management services

Personalized fraud prevention support

Receive 24/7 fraud monitoring and multi-layered account protection. If suspicious activity is detected, the Private Wealth Service Team will support you until the issue is resolved.

Private Wealth insights

The strategic role of illiquid assets in wealth planning

When borrowing becomes a wealth planning tool

Learn more

Explore our Private Wealth offerings

Who we serve

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How we work with you

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Our solutions

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

Schedule a consultation Call 1-888-715-0380

¹ Enrollment in Wells Fargo Online® Wires is required, and terms and conditions apply. Wells Fargo Online Wires are unavailable through a tablet device using the Wells Fargo Mobile® app. To send a wire, sign on at wellsfargo.com via your tablet or desktop computer, or sign on to the Wells Fargo Mobile app using your smartphone. For more information, view the Wells Fargo Wire Transfers Terms and Conditions.

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.

Private Wealth is an exclusive and personalized service and product offering for qualifying clients of Wealth & Investment Management (WIM). WIM offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Wells Fargo Bank, N.A. provides investment management services as part of its trust and fiduciary services, deposit products, lending products and other bank products. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. For Bank products and services, the Bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services, and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services. Eligibility for Private Wealth is subject to change without prior notice. Products and services may have qualification or pre-acceptance requirements that are different than the eligibility requirements for Private Wealth.