solutions for Today, tomorrow and moving forward

Institutional & Corporate Trust Services

WSFS Institutional Services offers fully integrated, innovative, flexible and complete solutions in support of the most complex trust and securitization transactions.

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Our Entrepreneurial Approach Finds the Right Solutions for You

Our openness to work on transactions across various asset classes from classic mortgages to newer digital assets sets us apart.
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We are your partner providing you with superior client service while focusing on the details of your transaction. Being responsive and nimble sets us apart.
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Enhanced technology

We offer customized reporting capabilities to support our diverse client base.

High-Quality, Value-Added Trust Services and Products

At WSFS Institutional Services, our high-quality, value-added institutional and corporate trust services and products provide innovative solutions to fulfill your organization’s needs today.

Corporate 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 Service
  • Custody and e-Vault Services
  • Collateral Agency
  • 1031 DST Services
  • Independent Director
  • Manager and Special Member Services

Custody Services

We offer a variety of custodial, collateral and escrow services including eVault solutions, Verification Agent, Electronic and Physical Document Custodian, Qualified Custodian and Escrow Agent.

Structured Finance

We provide 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.

Special Purpose Entity Services

We manage an entity that can meet Clients goals and become a successful component of their planning strategy for their corporate trust.

Independent Director, Manager and Special Member Services for Special Purpose Vehicles as well as Registered Agent and Commercial Domicile Services for Delaware and Nevada entities.

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Do You Have Questions About a Property?

Visit the WSFS Institutional Services Property Inquiry Portal.

A WSFS Financial Professional Will Help You Find the Right Solution