Private Banking Services - Wells Fargo

Private Banking · Cash management Solutions. As a client of The Private Bank, you have access to a range of offerings that provide exclusive features, benefits, ... Skiptocontent YourGoals AboutUs Solutions Insights YourGoals FocusOnYourNeeds ManageYourWealth TransitionYourWealth MakeanImpact Resources ContactUs OurOffices AboutUs HowWeWorkWithYou AboutThePrivateBank OurPeople ClientBenefits Resources ContactUs OurOffices OurSolutions TailoredSolutions WealthPlanning InvestmentandAssetManagement PrivateBanking FiduciaryandTrustServices FamilyDynamics PhilanthropicServices BusinessAdvisoryServices SeeAllSolutions OurInsights OurLatestCommentary LatestInsights WellsFargoInvestmentInstitute Conversations Magazine Resources ContactUs OurOffices Investing&WealthManagementThePrivateBankOurSolutionsPrivateBanking PrivateBanking Print ElevateYourBankingExperience Personalizedguidancewithexclusivecashmanagementsolutions,customcredit,andspecialtyfinancing  Alert  We'rehereforyou:Importantcoronavirusupdates.Learnmore Ifyouneedtoreachyourrelationshipmanagerandareunableto,contactusat1-877-646-8560. Withadedicatedprivatebankerfocusedonyourbankingneeds,ourobjectiveistohelpsimplifyandenhanceyourentirefinancialpicture.Wetakeaholisticapproachtoyourfinancesandinviteyoutodiscoveranexperiencetailoredtoyourfinancialgoals. CashmanagementSolutions AsaclientofThePrivateBank,youhaveaccesstoarangeofofferingsthatprovideexclusivefeatures,benefits,andrelationshiprates.Designedwithyourpreferencesinmind,throughyourdedicatedprivatebankerweoffer: Premiumchecking,savings,andcertificateofdeposit(CD)accounts,whichincludesecuremobileandonlinebankingtohelpyoumanageeverydaycashflowandbillpayments AccesstoanarrayofsophisticatedbankingservicesthroughourTreasuryManagementsolutionswhichofferadvancedadministrativecontrolofyourfinances Foreignexchangeservicesinmorethan100currenciesandcurrencyriskmanagement. Strategiccreditoptions Whetheryouneedacustomstrategytofinancecommercialrealestate,privateaircrafts,orlifeinsurancepremiums,aprivatebankercanhelpyoumeetyourfinancialgoalseverystepoftheway.   Strategicborrowingmayenhanceyourwealthplanbyhelpingyou: Optimizecashflowsandincome Increasetaxefficienciesdesignedtohelpwithpreservingandgrowingyourwealth Financepurchaseswhileavoidingdepletingyourcashreserves Manageinvestmentallocationstoseekassetdiversificationandpotentiallyhelplowerportfoliorisk Realizeestateplanninggoalswhilefocusingonpreservingpersonalliquidity Realestatelending Fewpurchaseconsiderationsareasuniqueasrealestateassets.Whenitcomestoyourneedforanewresidenceoracommercialinvestmentopportunity,yourprivatebankercanworkwithyoutoputtogetherastrategythatmakesthemostsenseforyourspecificneeds.  Wecanproviderealestatefinancingoptionstohelpwith: Aprimaryorsecondaryresidence Commercialinvestmentorretailproperty Interimandbridgefinancing SpecialtyFinancing Whentraditionallendingmodelsarenotadaptableenoughtoaddressthecomplexityofyoursituation,yourprivatebankercanofferalternatives.Specializedfinancingmayenableyouto: Developacustomizedstrategythat’sbuiltaroundyourcomplexlendingneeds ManageinvestmentallocationsanddiversifyyourportfoliothroughAlternativeInvestmentSecuredCredit WorktowardsestateplanninggoalsthroughLifeInsurancePremiumFinancing UnlockthevalueofyourfineartcollectionthroughFineArtSecuredLending Dedicatedservicesforlawfirmsandpartners Ourexperiencedprofessionalsarededicatedtoservingtheuniqueneedsofattorneys–fromcustomcreditoptionstoinvestmentmanagementandbeyond.Togetherwecancreateacomprehensive,customwealthplanforyourfirmandyourfamily.Ourofferingincludes: Industryresearch CorporateTrustandEscrowServices EmployeeBenefits GotoLegalSpecialtyGroup ForThePrivateBankproductsandservices ContactUs InvestmentandInsuranceProductsare: NotInsuredbytheFDICorAnyFederalGovernmentAgency NotaDepositorOtherObligationof,orGuaranteedby,theBankorAnyBankAffiliate SubjecttoInvestmentRisks,IncludingPossibleLossofthePrincipalAmountInvested BrokerageservicesareofferedthroughWellsFargoAdvisors.WellsFargoAdvisorsisatradenameusedbyWellsFargoClearingServices,LLC,andWellsFargoAdvisorsFinancialNetwork,LLC,MembersSIPC,separateregisteredbroker-dealersandnon-bankaffiliatesofWellsFargo&Company. ThePrivateBankoffersproductsandservicesthroughWellsFargoBank,N.A.,MemberFDIC,anditsvariousaffiliatesandsubsidiaries.WellsFargoBank,N.A.isabankaffiliateofWellsFargo&Company. DepositproductsofferedbyWellsFargoBank,N.A.MemberFDIC. Insuranceproductsareofferedthroughnon-bankinsuranceagencyaffiliatesofWellsFargo&Companyandareunderwrittenbyunaffiliatedinsurancecompanies.Notavailableinallstates. WellsFargo&Companyanditsaffiliatesdonotprovidelegalortaxadvice.Inlimitedcircumstances,taxadvicemaybeprovidedbyWellsFargoBank,N.A.Pleaseconsultyourlegaland/ortaxadvisorstodeterminehowthisinformation,andanyplannedtaxresultsmayapplytoyoursituationatthetimeyourtaxreturnisfiled. ResidentialMortgagesofferedthroughWellsFargoHomeMortgage,adivisionofWellsFargoBank,N.A. EqualHousingLender CAR-1021-01745 LRC-1121 Stillhavequestions? CallUs LearnmoreaboutbecomingaclientofThePrivateBank 1-888-715-0380 Mon–Fri:8:30am–9:30pm EasternTime PortfoliobyWellsFargoPrivateBankprogram Anext-levelrelationship ClientsofThePrivateBankcanenjoyanumberofadditionalcomplimentarybenefits,including:  feewaivers relationshippricing PortfolioRelationshipInterestRateonselectlinkedsavingsandCDaccounts Learnmore