Download - 200908079 TPB-OT21021 (09/09) Family Wealth Prepared for Edith Jones Charles Smith 2/15/2009
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Vision and Values
An Invitation
Recognition & Reputation
Family Wealth Group Solutions
Family Focus
Table of contents
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An invitation
We invite you to meet with additional members of Family Wealth to discuss how you may benefit from our services – today and for generations to come.
We would like to present you with an opportunity to benefit from the Family Wealth experience focusing on your family continuity and responsible stewardship of wealth.
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Family Wealth
The mission of Family Wealth is to provide ultra-high-net-worth clients who manage wealth as an enterprise or endeavor with a distinctive experience that promotes family continuity and responsible stewardship of wealth today and for generations to come.
Clarity
We map your total financial picture,
organizational and family structures today...and where
you want to be in the future.
Peace of Mind
We provide comfort in knowing that your
wealth plan will strive to meet
personal and family goals as well as
your philanthropic objectives.
Guidance
Your advisors can manage assets
and seek to minimize risk while helping to create a family legacy that
reflects your values.
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Your team
Capabilities & Experienced Professionals
Wealth PlanningCoordinates
Multigenerational Family Wealth
Planning
Private BankingCoordinates all traditional
banking functions
Investment Management
Primary advisor for your investment
planning and oversight
Trust ServicesCoordinates
estate and legacy planning and
fiduciary administration
Family
Director Client ManagementYour primary point of contact & coordinator
for all interactions with Family Wealth
Local Family Wealth Team
15 – 20 Client Families
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Business Assets
Other FamilyAssets
Financial Assets
Family Financial Enterprise
Family Wealth can help you transition between wealth creation and wealth enhancement, working to address the needs of numerous stakeholders including family members, business associates and the community.
Your Family
Enterprise
Ownership,Control & Succession
CapitalizationRequirements
ShareholderLiquidity
Wealth Preservation
& Enhancement
OwnershipStructure &
Tax Planning
FamilyPhilanthropic
Goals
Wealth Creation Wealth Enhancement
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Your unique focus
Family Wealth understands the differentiated financial needs of ultra-high-net-worth families.
Planning Across Generations Risk Evaluationand Management
Building Intellectual Capital
Institutional Level Investments
Comprehensive Understandingof Your Wealth
Business SuccessionPlanning
Philanthropy
Stewardship
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Investment Management
Asset allocation planning Asset location consulting External manager selection Ongoing manager research Performance measurement Hedging and liquidity strategies Alternative investment strategies
Multigenerational Family Wealth Planning
Clarity Legacy planning Risk management Family governance Family enterprise wealth planning
Information Management Services
Consolidated reporting Asset aggregation Online account access Customized statements Financial administration
Trust Solutions
Fiduciary administration Trust administration Executor/agent Tax jurisdiction alternatives Estate settlement Custody services
Private Banking
Debt and liability management Money movement Customized financing Financial risk management CEO/Treasury workstation
Family Wealth Education
Custom events to help meet family wealth needs
Family wealth mission and vision statements
Planning and training for next generation of leadership
Insurance*
Life insurance Disability Insurance Long Term Care insurance
Our proposed solutions
*Insurance products are available through Wells Fargo Investments, LLC (California license #0D26865) or licensed affiliates.
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