Skip to main content

Wealth Transfer

Discover ways families can work together to overcome what can be a difficult subject to discuss.
A trust can be a helpful tool for passing assets to your descendants and can also help your grandchildren meet their goals.
When was the last time you reviewed your wealth transfer plans? Here, we explain why a review—and possibly an update—should be on your schedule.
Learning that you are a beneficiary of a trust can feel overwhelming. Here, find out where to start—and what to ask—when you become a beneficiary.
In this 3-minute interview, learn why it's important for your children and grandchildren to possess gratitude, goals, and grit.
Wells Fargo Private Bank discusses the importance of sharing your finances and estate planning information with your family.

Your Goals, Our Strategies

Your success is our priority, and we specialize in helping clients overcome complex wealth management challenges.

Explore Our Solutions


Sign up to receive monthly email updates of what's new at Wells Fargo Conversations. Your privacy is important. Read our privacy policy.

Please submit a valid email address.

Thank you for subscribing!

You should receive a confirmation email shortly.

See past newsletters

What can Wells Fargo do for you?

As you think about your legacy and wealth transfer goals, take time to sit down with your wealth management professional and outline your vision.