The VIP experience

Select clients with a liquid net worth of at least $5 million may qualify for an educational experience, customized presentations and direct one-on-one discussions with Wells Fargo Advisors’ leading strategists, chosen specifically for their relevance to your situation, including family wealth, corporate executive and business owner strategies.

Your VIP experience includes:

  • Discussions with our top equity, international and market strategists

  • Diversification and hedging strategies for large concentrated equity positions1

  • Customized strategic asset allocation, designed for you based on your risk tolerance and investment strategies2

  • An update on current income and estate tax provisions and how they affect your situation3

  • Guidance on potential strategies including 10b5-1 plans for managing company-stock benefits, such as stock options and restricted stock

  • Retirement plan distributions, Roth conversion and beneficiary designation discussions

  • Estate planning strategies and alternatives to potentially lessen estate taxes4

  • Sale of your business and/or business succession strategies

  • Accredited investor investment options including private equity and debt, alternative investments, derivative products, and other investment opportunities which may interest you.

You engage directly with the specialists to discuss the strategies available and how they might fit into your plan.

1 Some complementary strategies may be available to pre-qualified investors only. Hedge strategies and private investments may be speculative and involve a high degree of risk. Hedge strategies and private investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. There is no secondary market for the investor’s interest in a hedge fund or private equity investment and non is expected to develop. There may be restrictions on transferring interest in a hedge fund or private equity investment.
2 Asset allocation does not eliminate the risk of fluctuating prices and uncertain returns.
3 Wells Fargo Advisors does not provide legal or tax advice.
4 Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.