Private Wealth
Private Wealth services for business owners
Integrating business and wealth planning
Building and sustaining a thriving business presents unique financial challenges. Private Wealth clients and their advisors can partner with our Business Owner Advisory team, who connect business strategy and personal wealth management at every stage of ownership.
Offered through Wells Fargo Clearing Services
Integrated planning
Combined personal and business strategies supporting growth, transition, and legacy
Objective guidance
Unbiased advice from an experienced multidisciplinary team
Transition expertise
Help with business succession and transition planning
Stronger together
Integrated business and personal wealth planning empowers owners to grow, manage, and transition their companies in ways that align seamlessly with personal goals — from philanthropy to estate planning
Business transition planning
Whether you’re selling, transferring ownership, or setting up an employee stock ownership plan (ESOP), we can help manage transition issues and complex family dynamics. We’ll work with your advisory team to assess estate planning strategies and address tax considerations.
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Customized wealth services
Access to the full strength of Wells Fargo — from personalized wealth management to comprehensive executive compensation planning to comprehensive commercial and investment banking.
Wells Fargo Vantage® offers a suite of Treasury Management services for personal and business banking solutions, designed to support clients managing a business.
Education and advice
Our business intelligence helps owners make informed decisions, offering unbiased and complimentary education and advice on topics including valuation, mergers and acquisitions, ESOPs, and taxes.
- Business Viewpoints: Explore insights, business trends and industry news from Commercial Banking professionals and leaders.
- Family Wealth and Culture Services: Collaborates with qualified families and their advisors, providing strategic guidance focused on the complex needs of multigenerational and business-owning families.
Plan for success
You may be so focused on growing your company that you put off important tasks like planning succession or formalizing a transition plan. In fact, 49% of business owners have done no planning at all, and 94% have no plan for after they exit the business.
It's advisable to start planning three to five years in advance of a business ownership transition, which could allow for optimized reinvestment options, minimized tax ramifications, and a full vetting of transition options.
We can help you integrate personal and business ownership planning, to make sure your hard work is in sync with your life goals. To learn more about our specialized services for business owners, contact your advisor.
Explore our Private Wealth offerings
Your Private Wealth opportunity starts here — let’s have a conversation
Offered through Wells Fargo Bank N.A.
Exit Planning Institute, State of Owner Readiness Survey 2022
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.
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.
