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Wealth Advisory

Professional Advisors

We have the utmost respect for the long-standing relationships our clients have developed with their trusted advisors. Our role is to enhance those relationships by offering advisors additional resources that can further benefit your clients. Our resources can help you extend the level of expertise available to your clients, deepen your client relationships, and add value to your practice.

Multi-generational Estate Planning
Resources and expertise to help your clients navigate the complexities that come with significant wealth.

Delaware Trusts
Planning and trust expertise to help your clients take advantage of Delaware's favorable trust laws.

Family Governance and Education
Guidance and education to help families communicate and create a shared vision and mission for the successful continuation of wealth.

Family Office Services
Integrated coordination of complex, multi-disciplinary wealth management issues for families with significant wealth.

Directed Trusts
Flexible estate planning option that enables families to continue to work with a trusted investment advisor.

Investment Management
Creating individual strategies tailored to each client's specific needs.

Private Banking
Custom credit and banking solutions designed for the unique needs of high-net-worth clients.

Resources for Advisors
Speak to an expert
Case Study

The Benefits of Collaboration
Helping a long-term client plan for the future and retain his relationship with a trusted outside advisor.

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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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