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Your relationship with Wachovia gives you access to one of the oldest and largest trust companies in the U.S., and a national leader in managing private foundation assets. To help you meet your objectives for establishing a legacy, we draw on our heritage and experience as well as the full scope of capabilities available through Wachovia.
Your experienced Trust Advisor will work closely with you and your attorney, accountant and others you want at the table to craft a plan that meets your specific goals.
Learn about utilizing trusts in your estate plan.
Your advisor also can help you develop a personal strategy to reach your philanthropic objectives, which may include significant financial contributions to charitable organizations, institutions, and your community.
Charitable organizations and philanthropic individuals seek to make a difference in the lives of others and the community. Wachovia serves as your advocate, listening to your concerns and objectives and drawing on our experience to help bring your philanthropic vision to life.
You can rely on Wachovia as the nation's premier provider of charitable services to help your organization achieve its mission. Your Philanthropic Consultant provides a single point of contact to understand your organization’s vision and provide the integrated consulting, investment management and administration it needs to get the job done well.
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