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Family WealthPrepared for Edith JonesCharles Smith2/15/2009

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Vision and Values

An Invitation

Recognition & Reputation

Family Wealth Group Solutions

Family Focus

Table of contents

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An invitation

We invite you to meet with additional members of Family Wealth to discuss how you may benefit from our services – today and for generations to come.

We would like to present you with an opportunity to benefit from the Family Wealth experience focusing on your family continuity and responsible stewardship of wealth.

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Family Wealth

The mission of Family Wealth is to provide ultra-high-net-worth clients who manage wealth as an enterprise or endeavor with a distinctive experience that promotes family continuity and responsible stewardship of wealth today and for generations to come.

Clarity

We map your total financial picture,

organizational and family structures today...and where

you want to be in the future.

Peace of Mind

We provide comfort in knowing that your

wealth plan will strive to meet

personal and family goals as well as

your philanthropic objectives.

Guidance

Your advisors can manage assets

and seek to minimize risk while helping to create a family legacy that

reflects your values.

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Your team

Capabilities & Experienced Professionals

Wealth PlanningCoordinates

Multigenerational Family Wealth

Planning

Private BankingCoordinates all traditional

banking functions

Investment Management

Primary advisor for your investment

planning and oversight

Trust ServicesCoordinates

estate and legacy planning and

fiduciary administration

Family

Director Client ManagementYour primary point of contact & coordinator

for all interactions with Family Wealth

Local Family Wealth Team

15 – 20 Client Families

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Business Assets

Other FamilyAssets

Financial Assets

Family Financial Enterprise

Family Wealth can help you transition between wealth creation and wealth enhancement, working to address the needs of numerous stakeholders including family members, business associates and the community.

Your Family

Enterprise

Ownership,Control & Succession

CapitalizationRequirements

ShareholderLiquidity

Wealth Preservation

& Enhancement

OwnershipStructure &

Tax Planning

FamilyPhilanthropic

Goals

Wealth Creation Wealth Enhancement

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Your unique focus

Family Wealth understands the differentiated financial needs of ultra-high-net-worth families.

Planning Across Generations Risk Evaluationand Management

Building Intellectual Capital

Institutional Level Investments

Comprehensive Understandingof Your Wealth

Business SuccessionPlanning

Philanthropy

Stewardship

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Investment Management

Asset allocation planning Asset location consulting External manager selection Ongoing manager research Performance measurement Hedging and liquidity strategies Alternative investment strategies

Multigenerational Family Wealth Planning

Clarity Legacy planning Risk management Family governance Family enterprise wealth planning

Information Management Services

Consolidated reporting Asset aggregation Online account access Customized statements Financial administration

Trust Solutions

Fiduciary administration Trust administration Executor/agent Tax jurisdiction alternatives Estate settlement Custody services

Private Banking

Debt and liability management Money movement Customized financing Financial risk management CEO/Treasury workstation

Family Wealth Education

Custom events to help meet family wealth needs

Family wealth mission and vision statements

Planning and training for next generation of leadership

Insurance*

Life insurance Disability Insurance Long Term Care insurance

Our proposed solutions

*Insurance products are available through Wells Fargo Investments, LLC (California license #0D26865) or licensed affiliates.

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