Advice & Guidance
Providing families with financial clarity into their wealth management needs.
Family Wealth CounselTM
We believe in providing Family Wealth CounselTM (watch a video). We see it as a critical role as your advisor, working side by side with you and your family members, to help you navigate through all of the complexities of substantial wealth.
Using a consultative approach, we encourage multigenerational collaboration and discussion
Through natural interpersonal and communication skills, we are able to elevate the level of the conversation to get at what really matters to your family. We strive to build strong relationships with all family members and provide education to further understanding of your financial priorities and help ensure your wealth transitions smoothly without conflict.
Facilitation of family wealth planning and governance meetings
Because your wealth plan may extend to many family members, we coordinate and lead family wealth and governance meetings—assembling family members, attorneys, CPAs, and other investment professionals to regularly review family goals, objectives, challenges and outcomes so all parties work in concert for your success.
Proactive outreach keeps you informed
Whether it's an in person meeting, conference call, or email, you'll stay informed about results and comfortable with our progress, no matter where you live or work.
Wells Fargo Advisors is not a legal or tax advisor.