© 2024 M&T Bank and its affiliates and subsidiaries. All rights reserved.
Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), Wilmington Trust Asset Management, LLC (WTAM), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation’s international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank. Member, FDIC. 
M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.
WTIA, WFMC, WTAM, and WTIM are investment advisors registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, WTAM, and WTIM is also available on the SEC's website at adviserinfo.sec.gov. 
Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.
M&T Bank  Equal Housing Lender. Bank NMLS #381076. Member FDIC. 
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  
Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any security or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance that any investment, financial or estate planning strategy will be successful.

Client Engagement

A full-service relationship

Our OCIO model goes beyond traditional investment advisory.






While investment advisory is the linchpin of our offering, some see us as an extension of their staff and we believe we can bring tremendous value with a variety of additive services.

Client-specific services

  • Board education: Orientation for new board members
  • Investment policy statements: development, implementation, and review
  • Spending policy analysis: cash flow review and planning
  • Custody, trustee, and cash management services
  • Development insights: Topics include fundraising, planned giving, donor education, etc.
  • Fundraising and development peer reviews
  • Board endowment tutorials and trends updates

Research and thought leadership designed for the institutional client

Philanthropic speaker series: Series of virtual and hybrid webinars designed to address topics tailored to an institutional and nonprofit audience. Sample topics:

  • Planned giving
  • Donor advised funds
  • Legacy societies
  • ESG (environmental, social, and governance)
  • DEI (diversity, equity, and inclusion)

White papers: Educational research designed to support our institutional and nonprofit clients, prospects, and network. Sample topics:

Customized research: Client-specific studies on a variety of topics related to investing, governance, development, peer comparisons, and more.

Personal access to subject matter specialists across a variety of disciplines

  • Economics, traditional and nontraditional asset classes, manager research, investment strategy, and portfolio construction—including implementation of asset class views through a variety of passive, active, and factor-based solutions.
  • Endowments and foundations
  • Sustainable investing
  • Emerald Family Office & Advisory, which specializes in complex capital transitions for a variety of enterprises and structures.
Wilmington Trust Emerald Family Office & Advisory™ is a registered trademark and refers to wealth planning, family office and advisory services provided by Wilmington Trust, N.A., a member of the M&T family. Wilmington Family Office is a service mark for an offering of family office and advisory services provided by Wilmington Trust, N.A.

Let’s discuss how our resources may help drive your organization’s portfolio.

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WTU Form Handler