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Family Wealth

Family Wealth Matters graphic
Wealth Management
Wealth Management
We begin by getting a detailed look at your overall wealth plan.
Tax Efficiency
Tax Efficiency
Plans are created to help sustain growth while minimizing taxes.
Risk Management
Risk Management
Strategies are designed to help grow wealth over multiple generations.
Family Governance
Family Governance
Through family conversations, we establish goals and set a vision.
Legacy & Estate Planning
Legacy & Estate Planning
Dynamic plans that help keep your wealth transfer goals up-to-date.

Legacy & Estate Planning Strategies

Legacy and estate plans are not static. We help keep your legacy and estate planning strategies up to date and focused on how to best transfer your wealth including philanthropic goals and family beneficiaries.

Wealth Management

Our comprehensive services begin with a detailed look at your overall wealth management to ensure that your investment framework is congruent with your family's objectives, invested to minimize risk and integrated into one holistic plan.

Tax Efficiency

Our plans are designed to help sustain growth while minimizing taxes and the effects of inflation.

Family Governance

We help you engage family members in the business of family. We work with you to establish clear goals and set a vision for the future. Only with family unity can we help preserve and enhance family wealth.

Risk Management

Wealth strategies are designed to grow wealth over multiple generations while taking the least risk to accomplish your family's goals.

Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Ready to put a plan in place for the future?

Contact Us