Wells Fargo Private Bank Conversations - Your success is our priority, whether you're looking to build wealth, maintain what you have, or establish your legacy.

Every conversation offers an opportunity to share and learn. With Wells Fargo Conversations, built for you by The Private Bank, we strive to inspire discussions about what interests you and what matters to you. And when we work with you, we begin by understanding your values and goals.

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Exploring Your Options for Wealth Transfer

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Learn more about probate, wills, and trusts, and how to choose wealth transfer tools to meet your needs.
Article

Invest Like You Mean It: Insights for Responsible Investment

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Does your investment portfolio support the causes you care about? Here are steps you can take to help your investments reflect your values—while pursing competitive performance.
Article

Wealth Transfer Planning Do’s and Don’ts for Blended Families

multigenerational blended family after remarriage
When marriage joins two families, what happens to the spouses' estates? Take these steps to help minimize any potential issues.
Article

How to Plan for Uncertainty

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Uncertainty about the future is unavoidable—which is why flexibility should be part of your wealth planning strategy. 
Podcast

How to Help the Next Generation Find Their Voice

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Wells Fargo Private Bank discusses three ways to help improve family communication.
Article

Special Needs Trusts: An Estate-Planning Strategy for Parents and Grandparents

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What to know about first-party vs. third-party Special Needs Trusts, plus other key strategies for parents and grandparents of children living with special needs. 
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