Marguerite C. Weese
COO, Emerald Family Office & Advisory and National Director, Family Legacy Strategies
Marguerite serves as chief operating officer of Wilmington Trust’s Emerald Family Office & Advisory, which provides a robust platform of strategic advisory services and solutions for successful executives, entrepreneurs, and their families. The Emerald team guides clients in the creation, implementation, and execution of complex financial, estate, and succession plans.
In her role as national director of Family Legacy Strategies for Emerald, Marguerite is responsible for the development and delivery of strategic advice offerings that provide personal wealth planning to high-net-worth individuals and their families through the design and implementation of their estate, business succession, and family legacy plans. She oversees a national team of wealth planners, analysts, and family legacy advisors.
Prior to joining Wilmington Trust, Marguerite was an associate in Pricewaterhouse-Coopers’ personal financial services group in their Philadelphia office. She holds a JD and master of laws (LL.M.) in taxation from Villanova University’s Charles Widger School of Law and earned her bachelor’s of science and bachelor’s of arts degrees from the University of Maryland, College Park.
Marguerite has been recognized by the American Bankers Association as a member of the 40 Under 40 in Wealth Management, Class of 2021. She has been teaching estate planning at Philadelphia-area law schools and is currently an adjunct professor at Drexel University’s Klein School of Law. She is a past member of the Philadelphia Bar Association’s Probate and Trust Section’s Executive Committee and has co-chaired the section’s tax committee. Marguerite previously served as vice chair of the board of directors for WOMEN’S WAY.