The Private Wealth difference Serving exceptional clients Our advisors work with high-net-worth individuals, families, and institutions. From entrepreneurs and executives to law firms and family offices, our clients represent leadership and legacy. A seamless wealth planning experience Access the full strength of Wells Fargo by integrating wealth planning, banking, investment strategies, relationship-based pricing, fraud protection, insights, events, and more. Specialists and solutions customized for your needs Receive concierge access to professionals in select local markets plus personalization for investment management, credit, trust, estate, philanthropy, and more specialized services. Intentional wealth strategies for enduring outcomes Your advisor helps you manage daily activities and work toward long-term goals — understanding priorities, navigating complexity, and customizing solutions for each situation. Grow, manage, and transfer generational wealth From planning liquidity events to preserving the family legacy, our multidimensional approach is designed to help protect and seamlessly transfer wealth at every stage. Philanthropy with meaning and impact From establishing a family foundation to refining a values-aligned giving strategy, we help ensure your charitable vision leaves a lasting imprint — globally or close to home. Customized, tax-aware investing for your needs Your portfolio is tailored to suit your assets and your goals, with institutional-quality strategies across public and private markets to help enhance long-term outcomes. Lending solutions for flexibility Access our custom credit solutions — including fine art secured lending and aircraft financing — knowing that they’re backed by one of the largest banks in the world. 1 Private Wealth insights Visit Wells Fargo Conversations for exclusive insights curated for Private Wealth clients.

Access in-depth investment research and market commentary from Wells Fargo Investment Institute. Wells Fargo & Company — strength in numbers One of the world's largest public companies. 2 in client assets 3 in philanthropic assets managed 4 of banking services Explore our Private Wealth offerings Trust and Estate Services Private Banking Family Wealth and Culture Services Your Private Wealth opportunity starts here — let’s have a conversation Private Wealth: Answers to common questions 1. The World’s 100 Largest Banks for 2025, S&P Global. 2. Wells Fargo & Company (parent company of Wells Fargo Bank, N.A.) is ranked 16 on Forbes’ Global 2000 list of the largest public companies in the world, June 12, 2025. 3. Including deposits, as of January 14, 2026. Total Wealth & Investment Management client assets represent assets held in Wells Fargo Advisors and Wells Fargo Bank. 4. Wells Fargo Philanthropic Services, as of December 31, 2025. Wells Fargo & Company and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed. Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.