Private Wealth

Family Office Services

Personalizing enterprise capabilities for single- and multi-family offices

Family offices face unique challenges — overseeing institutional portfolios, managing liquidity needs, and meeting regulatory requirements, all while staying on track with the family’s long-term goals. We apply extensive institutional experience and leverage the global strength of Wells Fargo Bank, aiming to deliver premium services with an exceptional experience.

Our experienced professionals work with you and your personal advisory team to customize a solution that fits your family’s unique needs, business interests, tax strategies, and charitable goals. Relationship managers maintain a small portfolio of families, giving ultra-high-net-worth family offices the attention needed to customize solutions across the full balance sheet.

Offered through Wells Fargo Bank, N.A.

Advice and planning with specialized family and business services

Trust services and discretionary asset management

Relationship management, cash flow planning and management

Seamless integration of personal and business interests

Family office clients have access to full banking, lending, and other specialized services such as trust and estate. Investment opportunities are robust and span the public and private markets, including private equity, for potential financial returns that align with family values, lifestyle, and legacy goals.

Advice and planning with specialized family and business services

Family Wealth and Culture Services
Wealth Planning
Multigenerational financial education, family governance, and communication
Access to the Cyber Client Advisory Team

Trust services and discretionary asset management

Trust services, including personal, philanthropic, estate, special needs, and perpetual trusts
Fiduciary investment management
Philanthropic Services
Real Estate Asset Management
Energy Asset Management
Closely Held Asset Management
Institutional Outsourced Chief Investment Officer (OCIO) services

Relationship management, cash flow planning, banking, lending, and account management

Private Banking
Custom lending solutions
Personal attention and 24/7 availability
Ongoing consultation
Access to the Wells Fargo Vantage^® portal for complex account management needs

Institutional services tailored for your family office needs

Our family office clients enjoy a single point of contact with their relationship manager who helps simplify the complexities of running a family office. From supporting family dynamics to strategizing for succession planning, our dedicated professionals are invaluable resources across all phases of managing your family office. Contact your relationship manager to learn more.

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Family Wealth and Culture Services

Trust and Estate Services

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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.

Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.