Private Wealth
Serving families’ next generation
Inheriting wealth is both a privilege and a responsibility — for every generation. As a Private Wealth client, your family gains access to personalized guidance, including financial education, legacy planning, and family governance. Whether you’re passing on wealth or stepping into stewardship, your advisor can help shape a future that reflects the family’s core values.
Connecting generations
Through our Family Wealth and Culture Services, dedicated professionals can support the next generation’s desire to learn and to grow, so they can take pride in knowing they are participating in preserving the family legacy.
Family Wealth and Culture Services
Working with the full family and your advisor, specialists focus on the needs of the next generations by supporting effective communication, decision-making, and succession planning. Services include family interviews, facilitated meetings, and planning for life transitions.
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Multigenerational focus
Your advisor can assemble a team that reflects the needs of all family members, connecting younger clients with relatable professionals who bring experience and fresh perspectives.
Financial education and investing insights
Private Wealth clients have access to valuable resources. From foundational financial skills to advanced investment strategies, your advisor can curate content on a range of topics including:
Privacy and protection
Safeguarding personal information is an important part of financial responsibility. Cyber Client Advisory offered through Wells Fargo Bank, N.A. includes tailored insights, actionable best practices, and educational resources that can help protect family wealth, privacy, and online safety.
Raising the bar for future generations
Transferring wealth comes with challenges and opportunities. Private Wealth services can help younger family members:
- Build confidence in managing complex wealth
- Enhance family dynamics and succession planning
- Balance independence with honoring legacy
- Target philanthropic efforts
To learn more about Private Wealth solutions for the next generation, contact your advisor.
