F O R  I N D I V I D U A L S

Family Office Experience


“The Path to Prosperity Is Paved With A Plan”

You only get one life. It's up to you to make the most of it and to live the best life you can. Your best life starts with a vision for what you want to accomplish and what you're able to achieve with the resources you have. 

The planning process is designed to help you identify and prioritize your goals. This process helps create an effective, easily followed road-map with personalized milestones to help you discover how to set up your financial resources to live your life the way you want.

Family Office Experience

01


Investment Planning

  • Goal, risk tolerance and timeline assessment
  • Private equity opportunities
  • Asset allocation recommendations
  • Portfolio design, construction, review, re-balancing and evaluation
  • Account allocation recommendations

02


Tax Optimization Strategies

  • Identification of tax efficiencies
  • Collaboration with your tax professional
  • Tax loss harvesting
  • Charitable giving strategies

03


Personal Retirement Planning

  • Cash flow analysis
  • Social Security analysis
  • Comprehensive retirement plan review

04


Business Planning

  • Succession planning
  • Strategic transfer of assets

05


Estate Planning Strategies

  • Estate investment planning
  • Collaboration with your estate planning attorney
  • Strategies designed to minimize estate taxes
  • Independent trustee referral strategies
  • Legacy planning

06


Advanced Strategies:
Life, Disability, Income & Asset Preservation

  • Comprehensive analysis of life, disability, and long-term care needs
  • Annuity analysis, management and ongoing services
  • Insurance strategies analysis and solutions

07


Saving For Education

  • Educational funding needs projection
  • Coverdell savings accounts and 529 plans
  • Insurance strategies analysis and recommendations

08


Liability Management

  • Work with our partners to help provide services such as:  Private Banking, Trust and Fiduciary Services, and a various customized and traditional lending products
*Insurance products are offered through our affiliated non-bank insurance agencies. Trust services available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A. Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice.
Education Photo

Educational Resources For You

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.