Wells Fargo Conversations -

Loved ones sit on the living room couch and discuss family wealth management.

A couple discuss debt and interest rates with a financial professional.

Image of a woman enjoying a longer life in retirement.

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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.

How We Work With You

Article

Family Wealth Management: How to Overcome Generational Biases

Family wealth management can be difficult to talk about, as younger and older generations don't start with the same views. Here, our specialists share tips to help your family find common ground.

Family Dynamics

Article

How to Create an Investment Portfolio to Suit Your Family’s Needs

A man and his father laugh while seated on the living room couch. They show the benefit of families creating investment portfolios that suit their needs.

What should families consider when it comes to building an investment portfolio for an extended family trust? Our strategists share their advice.

Family Dynamics

Article

Is Your Philanthropy Making an Impact?

A young girl, her grandfather, and her mother water a garden. The grandfather wants to know more about how philanthropy is making an impact.

Discover how much of a difference your philanthropy makes with this advice on how to track progress.

Charitable Giving

Article

4 Retirement Income Strategies for Longer Lives

More of us are living longer, making it increasingly necessary to create a longer-term plan for retirement income and spending. These strategies can help.

Your Life

Podcast