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Generational Wealth

RENOWNED GUIDANCE
GENERATIONAL WEALTH

When it comes to family wealth, our focus is on the long term. In fact, many of our family relationships span generations.

We've served families for generations, offering the counsel and advice needed to handle even the most complex wealth management needs. Let us show you what over a century of knowledge, experience, and trusted guidance can do to help your family prosper.
OUR TEAM OF NATIONALLY RECOGNIZED EXPERTS:

Has considerable experience handling even the most complex wealth management needs.

Can provide you with trusted guidance and knowledge to help your family prosper.

Anna Smith
Group Vice President | Wealth Advisory Services
Anna coordinates the delivery of Wealth Advisory solutions to large, multi-generational families, providing comprehensive advice to assist families in growing, protecting, and transferring their wealth.


John P. "Jack" Garniewski Jr., CPA/PFS, CFP®
Senior Managing Director | Wealth Advisory Services
Jack has over three decades of experience advising and overseeing the execution of financially-related solutions for wealthy families.


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

INTEGRATED WEALTH MANAGEMENT FOR HIGH-NET-WORTH FAMILIES
How do successful families create a culture that sustains wealth and harmony for generations?



FAMILY INCENTIVE TRUSTS ENSURE FINANCIAL RESPONSIBILITY
Distribute wealth while passing on a strong work ethic.
READ ARTICLE


HELPING WEALTHY FAMILIES NAVIGATE CHALLENGING TIMES
Trust, communication, and transparency are key in helping families sustain their wealth.
READ [PDF]

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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.

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