Whether you are starting out, comfortably on your way, or want to make sure everything is in place for the next generation, through our LifeSync® advice experience we can help you align your values with your financial priorities and in effort to make sure they stay in sync over time help you enhance the impact of your money.
What is LifeSync?
LifeSync is our advice and planning experience that can help you sync what you want in life with your values and aspirations. Through this process we can create a personal path to help you make more informed financial decisions. It can help you navigate specific financial challenges to your balance sheet, including:
- Current and future cash flow needs through what-if scenarios and probability analysis
- Wealth transfer, lifetime and charitable gifting, and other estate planning strategies
- Manage risk through proper entity structuring for your assets, titling of assets, insurance, and income replacement strategies
- Evaluate your business transition options and develop a succession plan
- Your options for managing concentrated positions and executive compensation
- The impact of income, estate, and transfer taxes on your wealth plan
Capabilities and Solutions
Through our access to Wells Fargo specialists, we offer a wide range of capabilities and solutions to complement the LifeSync process. These include:
- Comprehensive wealth planning
- Evaluate your business transition options
- Family wealth and culture services
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When to Transfer Wealth
Hear from Head of Advice and Planning, Michael Liersch, as he talks about transferring wealth when it may make the most difference.
IMPORTANT: The projections or other information generated by eMoney® regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
