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Families & Individuals

RENOWNED DEDICATION
FAMILIES & INDIVIDUALS

With deep-rooted fiduciary expertise at the core of all we do, we approach relationships with a long-term view to preserve your family's legacy.

We understand your energy and determination, because we share it. You should expect nothing less from the firm handling your wealth planning. Let us put more than 100 years of expertise and trusted guidance to work for you.
OUR RELATIONSHIP MANAGEMENT TEAM OFFERS YOU:

A unique blend of knowledge, experience, and resources, backed by over 100 years of expertise.

Customized strategies for each client to help meet the client's performance expectations and aspirations.

Carol Kroch
Managing Director, Wealth and Philanthropic Planning | Wealth Advisory Services
Carol leads a team of attorneys and financial planners who specialize in trust, estate, income tax, financial, and philanthropic planning.


R. Samuel Fraundorf, CFA, CPA
President | Wilmington Trust Investment Advisors
Sam has executive responsibility for Wilmington Trust Investment Advisors, the investment advisory arm of M&T Bank and Wilmington Trust.


CONTACT AN EXPERT
Speak to an expert // 1-866-627-7853

Today's low interest rate environment, coupled with assets that have appreciation potential, creates an excellent opportunity to shift assets to your heirs in the most tax-efficient manner. But how long will low interest rates last?
READ [PDF]


EMPOWERING THE NEXT GENERATION
Educate your children about your family's financial status without revealing more than you would like.
READ ARTICLE


CAPITAL MARKETS FORECASTS 2013-2019: DOLLARS, DEBT AND DEMOGRAPHICS
Learn how - and why - our annual Capital Markets Forecast influences our asset allocation advice.


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© 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