Transaction Services

Liability Management

Through our Wells Fargo affiliates, you have access to banking & lending products

Structured Solutions

Customized or designed over-the-counter derivatives solutions.  Including risk management and liquidity of concentrated equity positions. As well as cross-asset investment strategies designed for growth, yield enhancement, and implementation of tactical investment ideas.

Alternative Investments

Access to a global platform of non-traditional strategies and structures. After a rigorous and repeatable due diligence investment process, investments are made available across the liquidity spectrum.

Direct Investments

Priority access to a universe of global direct investment opportunities across a broad range of sectors, regions, asset classes and structures, typically only available to institutional investors.

Asset Management

Commission based transactions for traditional investment including stocks, bonds, ETF’s & mutual funds.

Insurance & Risk management

Including insurance planning for estates, annuities, and fixed income management.


Alternative investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. Available to pre-qualified investors only.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.