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Private Banking

Trust Services

As experienced trustees and executors, we work with clients and their advisors to administer all types of trusts, from simple living trusts to complicated tax-driven estate planning vehicles. We also offer specialized retirement and charitable foundation services.

Our trust offices are located regionally in the U.S. and operated under a national charter, allowing for the local delivery of trust services. WAML’s Delaware-headquartered trust company offers our clients access to a beneficiary friendly, tax-efficient jurisdiction for trust administration. The firm also maintains a trust company headquartered in the Cayman Islands, primarily to serve the needs of our non-U.S. clients.

Providing Continuity for Your Family

By serving as trustee and/or executor, we provide our clients the continuity to help achieve their personal and financial goals over generations. Our comprehensive services include:

trust and estate administration
estate plan implementation
fiduciary tax return preparation
Delaware trustee services
foundation management and administration
fiduciary record-keeping and accounting
income tax planning for trusts, estates, grantors, and beneficiaries
IRA administration

Wingate and its affiliates do not provide legal advice and do not provide tax advice unless Private Banking Private Client Tax Services is engaged for tax return preparation services. Clients should consult with their legal or tax advisor before taking any action relating to the subject matter of this communication.