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Personal Fiduciary Services

Personal fiduciary services are often referred to as private wealth management or private banking. Banks offering these services provide a broad range of financial services to individuals, their families, and their businesses.

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Personal Fiduciary Activities (Comptroller's Handbook, February 2015)
Provides an overview of personal fiduciary services, their associated risks, and a framework for managing them


Related News and Issuances

04/29/2019 OCC 2019-21 Fiduciary Regulations; Non-Fiduciary Custody Activities: Advance Notice of Proposed Rulemaking
02/10/2015 OCC 2015-12 Personal Fiduciary Activities: Revised Comptroller's Handbook Booklet