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Trustee Services

The trustee services offered by Wells Fargo Private Bank have been carefully designed to help meet your needs.

Unlike many professional trustees that take a one-size-fits-all, cookie-cutter approach, we tailor our wide range of trustee services to meet the specific requirements of your trust in a variety of different ways, including:

Providing comprehensive trustee services

For the security and convenience of consolidating all your trustee services under one roof, rely on the skilled trust and investment management specialists at Wells Fargo.
As a leader in trustee services for over a century, Wells Fargo offers the extensive knowledge and experience necessary to handle every aspect of your trust, including:

  • Trust administration
  • Custody services
  • Trust accounting
  • Tax review and reporting
  • Record keeping services

As your corporate trustee, we can also help you grow and manage the investments in your trust in accordance with your wishes with a wide range of professional investment management services including:

  • Portfolio management
  • Investment risk consulting
  • Customized management services and working together with your tax professional on tax-sensitive strategies

And, as one of the country’s largest and most experienced managers of real estate and specialty assets, we offer the capabilities to manage:

  • Real estate—residential, commercial, office, retail, industrial, agricultural (farms and ranches), timber, vacant and development properties
  • Oil, gas and minerals—royalty, working, leased or geothermal interests and mining claims
  • Loans, notes and contracts—secured or unsecured loans, notes, deeds and contracts

Why should you choose our trustee services?

Whether you’re in the process of building, managing or transitioning your assets, Wells Fargo Private Bank can help at every stage.

We have worked with clients and their advisors to identify their estate planning needs, administer their trusts, and settle their estates with our comprehensive range of specialized services for more than a century.

As your trustee, Wells Fargo offers a team of skilled specialists with the knowledge, experience and objectivity to implement the instructions you specify in your trust—efficiently and impartially.

Our high level of service has earned us the distinction of being one of the nation’s largest and most experienced corporate trustees for individuals. Contact us to learn more about Wells Fargo's trustee services.
 
Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your tax or legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of you own situation at the time your taxes are prepared.

Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
Investment Products: Are Not insured by the FDIC or any other federal government agency - Are Not deposits of or guaranteed by the Bank or any Bank Affiliate - May Lose Value