Corporate Trust and Agency Services
At WSFS Institutional Services, we fulfill your organization's need for high-quality, value-added institutional and corporate trust services and products that provide innovative solutions for your needs today.
Our Services
Trustee Services
Providing superior client service and focusing on the details of your transaction is our top priority. We offer the following corporate trustee services:
- Indenture Trustee
- Owner Trustee
- Paying Agent
- Registrar and Transfer Agent
- Delaware Statutory Trusts
- Successor Trustee
- Liquidating Trusts
- Escrow Services
- Custody and e-Vault Services
- Collateral Agency
- 1031 DST Services
- Independent Director
- Manager and Special Member Services
Structured Finance
WSFS Institutional Services provides Structured Finance solutions to several asset-backed solutions like residential mortgage-backed securities (“RMBS”), mortgage backed securities (“MBS”) and many other asset-backed solutions, including consumer loans, student loans, solar panels, etc.
Agency Services
Let our experienced and professional staff be your resource for guiding you through and administering a variety of escrow, collateral and custodial services.
Special Purpose Entity Services
Trust us to create and manage an entity that can meet your goals and become a successful component of your planning strategy for your corporate trust.
- Independent Director, Manager and Special Member Services for Special Purpose Vehicles
Frequently Asked Questions
Why Choose WSFS?
Investment Products: Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed

Sandy Whalen
Senior Vice President
Corporate Trust
A financial expert will help you find the right solution.
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