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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

How real estate investing may fit in your portfolio

Investing in real estate can help better diversify a portfolio and help generate predictable income, but comes with its own set of risk factors.
Investments
Article

Gifting equity in a home

Hand holding a house that has a gift bow on it
There can be many personal and tax benefits for families who choose to give the gift of equity.
Wealth Transfer
Article

6 investment habits worth considering

A man works at his computer while standing in a kitchen.
Appetites for risk and personal goals can vary, but there are a few common denominators when it comes to creating an appropriate investment strategy.
Investments
Article

Voluntourism: What to expect in 2021

Mountains and a valley are seen in the distance.
Voluntourism has changed. Here's how to get involved today — and what to expect in the future.
Travel
Article

What — and who — trust beneficiaries should know

A woman reviews documents with a wife and husband.
If you're named the beneficiary of a trust, grantors, trustees, and others can play important roles concerning what happens next.
Wealth Transfer
Podcast

Listen Now! Estate and legacy planning: What works, what doesn’t

Adult daughter walking with father in a field
In this 16-minute podcast, we explore the lessons we can all learn from families who have — or haven't — addressed legacy planning.
Wealth Transfer
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