Personal Fiduciary Services
Personal fiduciary services are often referred to as private wealth management, private client services, or private banking. National banks offering these services provide a broad range of financial services to affluent persons, their families, and their businesses.
Personal Fiduciary Activities (Comptroller’s Handbook, February 2015)
Annual Reviews of Fiduciary Accounts Pursuant to 12 CFR 9.6(c) (OCC 2008-10, February 2008)