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Private Wealth

Private Equity Professionals

As part of Wells Fargo's broader relationship with select private equity firms, Executive Wealth Solutions is designed to scale with the organization while providing long-term support to its leaders and employees.

Private equity firm leaders, partners, and key professionals face uniquely complex financial opportunities and challenges. Through a coordinated, firm-level strategy, they can address liquidity needs, access capital for co-investment, and align personal banking with long-term wealth planning.

Connected solutions for Private Equity leaders

Executive Wealth Solutions extends the broader Wells Fargo relationship to private equity leaders and investment professionals. This coordinated approach provides individualized support across fund lifecycles, including opportunities to finance and monetize firm investments and smooth out cash flow. Clients can also access tailored liquidity and cash management solutions, comprehensive tax-optimization strategies, and specialized investment guidance that considers the unique compensation and portfolio management needs of private equity leaders and professionals.

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A client experience built for you

An Executive Wealth Banker1 will serve as your dedicated relationship manager leading a centralized, coordinated approach across your banking, lending, investing, and wealth planning needs. Access also includes a dedicated Executive Wealth Portfolio Manager1 and a Private Wealth Strategist2. The team leverages integrated insights to help ensure decisions are well-informed, aligned, and responsive to your evolving needs.

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Integrated planning for complex wealth

Supported by the full breadth of Wells Fargo capabilities and specialized services, Executive Wealth Solutions provides guidance, strategies, and solutions to help manage everything from day-to-day banking needs to complex liquidity, lending, and investment priorities.

Capabilities and services include:

  • Co-investment Employee Loan Program1, providing firm-anchored lending solutions that help private market professionals finance and monetize firm investments and capital commitments.
  • Tax-aware investment guidance1,2 tailored to the compensation structures and investment needs of private equity professionals, including planning around liquidity events, concentrated positions, and capital gains strategies.
  • Private banking1, including specialized lending solutions, cash-flow management strategies, and relationship-based banking benefits designed for private equity professionals.
  • Centralized operational support1 aligned to capital events to help address administrative complexity and evolving regulatory considerations.
  • Wells Fargo Trust1 offering comprehensive trust and estate administration, specialty asset management, directed trust, and philanthropic services such as donor advised funds
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Private Wealth service and access

Executive Wealth Solutions clients benefit from highly personalized Private Wealth service and access, including access to a broad range of products, advice and events, specialized planning and investment resources, relationship-based pricing, Cyber Client Advisory Team services, and dedicated support from the Private Wealth Service Team, which includes enhanced security features designed to help protect accounts and sensitive financial information.3

Learn more

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A long-term financial focus

Executive Wealth Solutions is built on continuity, discretion, and a deep understanding of the professional and personal dynamics that define your life.

The focus extends beyond individual transactions, toward building a lasting relationship that supports decision-making, adapts to change, and helps build and sustain wealth over time.

Services available through Wells Fargo Bank, N.A.

Services available through Wells Fargo Clearing Services

Services available through Wells Fargo Advisors

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Explore our Private Wealth offerings

Visit Wells Fargo Conversations for exclusive insights curated for Private Wealth clients.

Explore Conversations

Access in-depth investment research and market commentary from the Wells Fargo Investment Institute.

Get the latest

Begin a confidential conversation

Connect with the Executive Wealth Solutions team dedicated to exploring a more coordinated approach to managing your wealth at EWS@wellsfargo.com.

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1 Wells Fargo Bank, N.A.

2 Wells Fargo Clearing Services

3 Private Wealth eligibility for Executive Wealth Solutions clients is determined through an integrated review of the overall client relationship, including financial complexity, breadth of banking and investment needs, and the depth of engagement across the firm — not solely based on assets under management (AUM) thresholds.

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 Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.

Specialty asset investments, including real estate, mineral interests, and closely held businesses, carry unique risks, including lack of liquidity and potential complex tax consequences, and may not be suitable for all investors.

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.

Donations are irrevocable charitable gifts. The sponsoring organizations maintaining the fund have ultimate control over how the assets in the fund accounts are invested and distributed. Donor Advised Funds donors do not receive investment returns. The amount ultimately available to the Donor to make grant recommendations may be more or less than the Donor contributions to the Donor Advised Fund. While annual giving is encouraged, the Donor Advised Fund should be viewed as a long-term philanthropic program. Tax benefits depend upon your individual circumstances. You should consult your Tax Advisor. While the operations of the Donor Advised Fund and Pooled Income Funds are regulated by the Internal Revenue Service, they are not guaranteed or insured by the United States or any of its agencies or instrumentalities. Contributions are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Donor Advised Funds are not registered under federal securities laws, pursuant to exemptions for charitable organizations.

Lending and other banking services available through Wells Fargo Advisors (NMLS ID 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.

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