Affluent Families Charitable Giving & Philanthropic Goals

Our team’s collaborative consultative approach enables us to create a comprehensive investment plan that includes our client’s charitable giving and philanthropic vision, goals, objectives, and desires.

We provide our clients with access to Philanthropic Specialists at Wells Fargo Private Bank who can work with them to develop a strategy that is designed to fit our client's overall wealth plan collaborating on timing, outright gifting, Testamentary Gifts, and Structured Lifetime Giving. Along with structuring client’s giving, advising on providing the right solutions through Donor Advised Funds, Charitable Remainder Trusts, and Charitable Lead Trusts.

Wells Fargo Private Bank offers products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company

Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company.

Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management