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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
Infographic

How Different Generations Use Tech for Money Management

Illustration showing device preferences for financial tasks by people representing different generations.
Knowing the devices loved ones prefer to use for financial matters can be a way to open the door to conversations about an important, but sometimes awkward, subject.
Family Dynamics
Article

How to Drive a Successful Business Transition Plan

A golfer follows through on her golf swing after hitting a ball.
Apply these lessons from golf to help make a smooth ownership-leadership change more than just a stroke of luck.
Business and Real Estate
Article

Three Actions That Foster Productive Conversations about Family Wealth

Two sisters and their mother talk about family wealth planning while in a park.
A Family Dynamics leader offers three ways loved ones can discuss a potentially tricky subject.
Family Dynamics
Podcast

Listen now! How To Help Prepare Your Heirs for Success in a Family Business

young businesswoman and mature businesswoman
Learn tips in less than seven minutes to help you develop the rising generation to become tomorrow's business leaders.
Family Dynamics
Article

Family Wealth Management: How to Overcome Generational Biases

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