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Bringing a Planning Mindset to High Net Worth Clients

Hear more how Wells Fargo Advisors helps professionals with an intentional growth mindset thrive while providing for their high net worth and ultra-high net worth clients.

Topics Discussed

Puya Lavian's tax and finance law background informs his work managing wealth for high net worth families .
The firm's strategic shift successfully prioritized client-centric and advisor-enabling infrastructure.
Advising ultra-high net worth clients requires personalized service emphasizing generational planning and clear communication.
Lavian advises basing growth decisions on ecosystems that provide tools for clients' complex needs.

Meet the Experts

Shannon Rosic

Director of WealthStack Content and Solutions, Informa Connect

Pouya Lavian

Managing Director Investments, Wells Fargo Advisors

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Wells Fargo Advisors

With a variety of business model options including independence, and comprehensive practice support in the form of an advanced technology platform, a robust wealth management suite, teaming opportunities, succession programs, and more, Wells Fargo Advisors can offer a business structure no matter how your goals and needs evolve.