Partnering with Advisors?Wealth Advisory Services | Wilmington Trust
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Professional Advisors

You've taken time and energy to build long-term relationships with your clients. Add value to those relationships through Wilmington Trust's vast professional wealth management resources.

Collaboration, not competition

We have the utmost respect for the relationships you've built. For decades, we've partnered collaboratively with attorneys, accountants, insurance consultants, and other financial services advisors in the best interest of our mutual clients. Let's work together to provide comprehensive wealth advisory services:
  • Delaware trusts

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

    Integrated coordination of complex, multi-disciplinary wealth management issues for families with significant wealth.
  • Family governance and education

    Guidance and education to help families create a shared vision and mission for the successful continuation of wealth.
  • Directed trusts

    Flexible estate planning option that enables families to continue to work with complex assets or a trusted investment advisor.
  • Investment management

    Individual strategies tailored to each client's current and long-term objectives.
  • Private banking

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

Partner with us today to give your clients a full range of resources they need to meet their complex needs.

Wilmington Trust Company operates offices in Delaware only.
Note that a few states, including Delaware, have special trust advantages that may not be available under the laws of your state of residence, including asset protection trusts and directed trusts.




Sharon L. Klein
Sharon Klein
Managing Director of Family Office Services and Wealth Strategies
302-636-5097
Email Sharon
Mike Ingraham
Mike Ingraham
Managing Director
302-636-5096
Email Mike
John Hurley
John Hurley
Managing Director
302-636-5096
Email John
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© 2014 Wilmington Trust Corporation and its affiliates. All rights reserved.

Wilmington Trust is a registered service mark. Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation (M&T). Investment management and fiduciary services are provided by Wilmington Trust Company, operating in Delaware only, Wilmington Trust, N.A., a national bank, and M&T Bank. International corporate and institutional services are offered through Wilmington Trust Corporation's international affiliates. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank.

Wilmington Trust Investment Advisors, Inc., a subsidiary of M&T Bank, is a SEC-registered investment adviser providing investment management services to Wilmington Trust and M&T Bank's affiliates and clients.

 Investment and Insurance Products:
  • Are NOT Deposits.  • Are NOT FDIC-Insured.  • Are NOT Insured By Any Federal Government Agency.  • Have NO Bank Guarantee.  • May Go Down In Value.  

Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank, Wilmington Trust Company, or Wilmington Trust, N.A.

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.

M&T Bank, Member FDIC and Equal Housing Lender NMLS #381076 Equal Housing Lender