WSFS Wealth

Corporate and Institutional Trusts

At WSFS Institutional Services, we understand your organization's need for high-quality, value-added services and products that can protect your assets, increase your income and further your strategic interests.

WSFS Wealth Trust Services Corporate and Institutional Trusts

Trustee Services
Providing superior client service and focusing on the details of your transaction is our top priority. We offer the following trustee services:

  • Indenture Trustee
  • Owner Trustee
  • Successor Trustee
  • Delaware and Statutory Trusts
  • Common Law Trusts
  • Liquidating Trusts
  • Insurance Trusts
  • Group Insurance Trusts
  • Paying Agent
  • Registrar and Transfer Agent
  • 1031 DST Services

Escrow and Custodial Services
Let our experienced and professional staff be your resource to impartially administer a variety of escrow and custodial services.

  • Escrow Agent
  • Collateral Agency
  • Custody Investment/Services

Insurance Trust Services
When a trustee is required for a life, accident, disability or other insurance plan, Christiana Trust is a dependable choice. We offer the following insurance trust services:

  • Securities Intermediary
  • Trustee
  • BOLI and COLI

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.

  • Independent Director, Manager and Special Member Services for Special Purpose Vehicles

Investment Products: Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed