TPB-OT21021 (09/09) Family Wealth Prepared for Edith Jones Charles Smith 2/15/2009

TPB-OT21021 (09/09) Vision and Values An Invitation Recognition & Reputation Family Wealth Group Solutions Family Focus Table of contents

TPB-OT21021 (09/09) 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.

TPB-OT21021 (09/09) 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. 123

TPB-OT21021 (09/09) Your team Capabilities & Experienced Professionals Wealth Planning Coordinates Multigenerational Family Wealth Planning Private Banking Coordinates all traditional banking functions Investment Management Primary advisor for your investment planning and oversight Trust Services Coordinates estate and legacy planning and fiduciary administration Family Director Client Management Your primary point of contact & coordinator for all interactions with Family Wealth Local Family Wealth Team 15 – 20 Client Families

TPB-OT21021 (09/09) Business Assets Other Family Assets 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 Capitalization Requirements Shareholder Liquidity Wealth Preservation & Enhancement Ownership Structure & Tax Planning Family Philanthropic Goals Wealth Creation Wealth Enhancement

TPB-OT21021 (09/09) Your unique focus Family Wealth understands the differentiated financial needs of ultra-high-net-worth families. Planning Across Generations Risk Evaluation and Management Building Intellectual Capital Institutional Level Investments Comprehensive Understanding of Your Wealth Business Succession Planning Philanthropy Stewardship

TPB-OT21021 (09/09) 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.