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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), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. 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, and WTIM are investment advisers 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, 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.
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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 financial product 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 the any investment, financial or estate planning strategy will be successful.

Wealth Management Services

Family Engagement

Prepare your family for the wealth they may inherit by engaging in a dynamic, ongoing learning process. Through our family engagement services, we help your family understand the importance of open communication and group decision-making to preserve wealth and values through the generations.

Our family engagement advisory services may include:

  • Financial education
    We offer customized classes for your family members to help prepare them to assume the responsibilities of stewarding the wealth you've created. We also have our comprehensive online educational program, Wealth Compass, designed to help your family understand the complexities of wealth management.

  • Generational philanthropy
    Our professionals can counsel your family on the benefits and best practices of establishing a multigenerational philanthropic program.

  • Family synergy
    Our objective facilitators will help your family communicate better on the tough issues and unite around your shared values.

  • Family business continuity
    We can help you create an ownership succession plan that addresses all members of your family, including those who may not take an active role in your company.

Additional resources

If needed, we will identify outside specialists to help your family, such as counselors, conflict resolution specialists or human resource professionals, and can then work with them as an extension of our team.


Discover why family engagement is an integral part of our wealth planning services, and how it can help you achieve your long-term legacy planning goals.

Contact an expert

  • Marguerite Weese
    Administrative Vice President and National Director, Family Legacy Strategies
    Email Marguerite