Family Office Services
Family Office Advisory
Advise wealth creators, emerging and established Family Offices and their executives on industry trends, best practices, education, costs, communication, inspiring rising leaders, reporting, staffing, transitions, lifestyle & concierge, in-house vs outsourcing, structure and governance.
Through a best-in-class aggregated reporting service, you’ll have access to customized reports and models. View investment strategy and portfolio performance in a way that makes sense for you.
A carefully curated selection of relationships offer personal solutions including art advisory, health care concierge, travel services, security and privacy. Includes international and domestic travel, ticket/private event access, restaurant reservations, private aviation, and yacht/leasing/purchases.
*Wells Fargo Financial Network does not endorse these referrals and therefore gives no assurance as to the quality of their services.