Florida Banking June 2024

TRUST AND WEALTH MANAGEMENT MINI FEATURE

‘OFF THE SHELF’ IS NEVER ‘ON THE TABLE’ – WELLS FARGO PRIVATE BANK’S CUSTOMIZED SOLUTIONS FOR YOUR UNIQUE WEALTH MANAGEMENT NEEDS

S ignificant wealth comes with significant complexity. At Wells Fargo Private Bank (The Private Bank), “off the shelf” is never “on the table.” The Private Bank experience provides an elevated level of service and custom solutions to help support the unique wealth management needs of high-net worth individuals, multi-generational families, family offices, and institutional investors. With objectivity, trustworthiness, flexibility,

who are laser focused on helping clients preserve and enhance their wealth. This includes: Wealth and Legacy Planning: Bringing together all aspects of family wealth to ensure your financial and governance structures are designed to help preserve wealth across generations. Trust Services: Developing plans for you to simplify administration, enhance communication, help reduce transfer taxes, ease wealth transfer, and maintain family vision.

Philanthropic Services: Helping you achieve your strategic charitable goals with the cause or organization you are passionate about, to include handling the day to-day operations of large scale foundations. Investment and Asset Management: Specializing in managing significant wealth for individuals requires a custom approach, including analyzing opportunities not widely available to other individual investors. Private Banking

and discretion as the cornerstones of every relationship, qualifying clients of The Private Bank experience are provided access to exceptional resources and people in the financial industry.

“OUR CLIENTS ARE LOOKING TO BUILD ENDURING

LEGACIES, AND WE'VE DESIGNED THE CLIENT EXPERIENCE WITH THAT IN MIND.” - CANDACE MARSHALL

“From estate planning, charitable giving, and liability management to banking, business liquidity planning, and managing complex real estate needs — the full arsenal of Wells Fargo is at a client’s fingertips,” said Candace Marshall, senior trust advisor in Wells Fargo’s Wealth & Investment Management division. A Team Based Approach For many high-net-worth families, managing wealth is about so much more than just the numbers. “Our clients are looking to build enduring legacies,” said Marshall, “and we’ve designed the client experience with that in mind.” Each qualifying client of The Private Bank experience has a highly skilled, hand-selected team of professionals

including Cash Management and Custom Lending Strategies: Offering custom deposit management capabilities to manage everyday cash flows and support sophisticated treasury management needs and custom lending solutions. Business Owner Advisory: Helping business owners make informed decisions by providing education, industry insights, and planning services on business transition, succession, and governance. Marshall also highlighted that in addition to a

22 — FLORIDA BANKING THE VOICE OF FLORIDA BANKING