Family Office
Wealth Advisory
Family Office

Family Office

For families with more complex, multi-disciplinary financial challenges, Wilmington Family Office provides full-service capabilities to help you actively preserve wealth, organize it, and provide family continuity.

Because each family has its own specific set of goals, concerns, and dynamics, you receive the personal attention of a dedicated Family Office Director who becomes the active, daily steward of your financial well being. Supported by a team of highly credentialed professionals, your Director will partner with you to create the custom strategies your family needs to maintain long-term asset growth and preservation.

Our core offerings are fully integrated with your overall wealth management services and include:

  • Entity Management
  • Consolidated Reporting
  • Complex Tax and Accounting
  • Financial Management

We combine a keen understanding of each family's goals and values with insightful advice and superior execution to help ensure the preservation of your family's current lifestyle and the continuation of your legacy. Furthermore, we provide all of these services while maintaining privacy, confidentiality, and discretion.

Speak to an expert
Related Insights

Family Incentive Trusts Ensure Financial Responsibility
Motivating your children to achieve financial independence beyond their trust payouts.

Empowering the Next Generation
Build trust and strengthen familial bonds by educating your children about important financial matters.

Site Map  |  Privacy / Security  |  Terms of Use  |  Help  |  Careers  |  Wilmington Trust Investment Advisors  |  Wilmington Funds  |  WTRIS  |  M&T Bank  |  Press Releases  |  Login

Need help, visit our Contact Us page.
© 2014 Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by
M&T Bank. Investment Services, Wealth Advisory and Corporate & Institutional products and services are offered by Wilmington Trust Company,
operated in Delaware only, and Wilmington Trust, N.A. International Corporate & Institutional services are offered through our international affiliates.

 Investments: • Are NOT FDIC-Insured. • Have NO Bank Guarantee. • May Lose Value. 
Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank, Wilmington Trust or Wilmington Trust NA.

M&T Bank and Wilmington Trust, N.A. are Members FDIC and Equal Housing Lenders NMLS #381076 Equal Housing Lender