Trusts, Endowments, and Giving

Overview

Your legacy, your way

The transfer of wealth is more complex than ever before. There are shifting tax laws for estates and charitable contributions, complications that come from the blending of families, and ever-changing rules for protecting the assets you’ve worked so hard to accumulate. Whether you're considering a custom trust, charitable trust, endowment, foundation or lifetime giving program, we have the skills and knowledge required to carry out your wishes.

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Benefits

Advantages of professional trust management

Why should you let our team of seasoned professionals help you strategize and plan your gifts and your legacy?

  • A corporate trustee has a fiduciary responsibility to manage your trust and provide top-level customer service and continuity based on your needs and requests as opposed to a friend or family member who may lack the experience to carry out your wishes.
  • We work with a variety of asset classes, including investment accounts, real estate, oil and gas, minerals, and more.
  • Our private bankers collaborate with your existing legal and accounting consultants to help make your wealth transfer as smooth and efficient as possible.

We also provide trustee and custodial services for corporate entities, foundations, endowments, and organizations using external money managers. Our Corporate Investment Services group is here to help your business with working capital, liquid assets and investment portfolios.

Contact Form

Global Wealth Contact Us

Please complete the form below to contact BBVA Global Wealth via email, or view our list of locations.

CALIFORNIA RESIDENTS: You can learn more about the personal information we collect and the purposes for that collection here. Para espanol, haga clic aqui.

 
 
 
 
 
 
 
 
 

Important: Please do not enter your account number, social security number, or any other confidential information in this area.

CALIFORNIA RESIDENTS: You can learn more about the personal information we collect and the purposes for that collection here. Para espanol, haga clic aqui.

 
 

Details you need to make a smart decision

Neither BBVA USA, nor any of its affiliates, is providing tax or legal advice for your individual situation. You should always consult your individual tax or legal advisor about your personal tax situation.

Securities and Insurance Products:
ARE NOT DEPOSITS ARE NOT FDIC INSURED
ARE NOT BANK GUARANTEED MAY LOSE VALUE
ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY