Your Family

Many make financial and investment decisions based on immediate needs, but your family is a complex enterprise, with deep roots, multiple branches, and many moving parts. Your decisions today have a cascading effect over multiple generations. Our team brings a combined eight decades of experience to establishing a strong system of family governance – a sturdy trunk for these moving parts - growing a strong foundation for leveraging wealth, attaining goals, and helping to protect those who enter the picture after you. Whether helping protect a long-time family business or newly acquired assets, we help you create a legacy for your children, their children, and their children after them.
 

 

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OWNERSHIP:

  • 1. Family Owner/Employees
  • 2. Family Owners
  • 3. Non-Family Owner/Employees
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BUSINESS:

  • 1. Family Owner/Employees
  • 3. Non-Family Owners/Employees
  • 4. Family Employees
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FAMILY:

  • 1. Family Owner/Employees
  • 2. Family Owners
  • 4. Family Employees
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approximately sixty percent

of wealthy families exhaust the greater
part of their estates by the

SECOND GENERATION

BY THIRD GENERATION

Nine out of 10 family fortunes are gone, forcing heirs to start over entirely

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of wealth transfer failures are due to a

A LACK OF

COMMUNICATION

and trust within the family unit

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of wealth investors think in terms of

MULTI-

GENERATIONAL

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FAMILY GOVERNANCE

The balance between your business groups and your family’s long-term interests can help your estate leave an impact for 50-100+ years

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Assets you’ve spent

A LIFETIME

building will benefit
future generations.

LEGACY

TAKES DIRECTION AND PREPARATION

The seeds you plant today represent a century of potential growth.

Family involvement and communication is the giant sequoia of a long term legacy. Your family will invest in this complex enterprise. Early education and decisions are made independent of your immediate family, but a sound family governance policy creates a dynamic and successful long term legacy for everyone. Family decisions in investing, business ownership, philanthropy, estates and trusts, and other needs will help protect your financial health today and create a stable foundation for tomorrow. Meet with us today to plant the seeds for your financial future.*

 

*Wells Fargo Advisors is not a legal or tax advisor. Estate Services provided are limited to administration and settlement services. Please consult your tax and legal advisors to determine how this general information may apply to your own specific situation. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo & Company.

 

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