Wealth Management Services
When it comes to selecting a trustee, it's important to find one with longevity, prudence, and considerable experience working with families over multiple generations. Discover why Wilmington Trust has the skill you may need to exercise fiduciary oversight on complex trust matters.
Heritage of fiduciary responsibility
We are accustomed to managing generations of family wealth, working to ensure that each trust is administered in accordance with its specific provisions and that the trust's terms are carried out as its creator intended. When making discretionary decisions, we seek to demonstrate impartiality, fairness, and sensitivity to the needs of the beneficiaries we serve.
Duties to beneficiaries
- Impartiality, integrity, fairness, and sensitivity to the beneficiary's needs
- Establish open channels of communication
- Distribute income and principal on a timely basis
- Exercise discretion appropriately and professionally
- Assume legal responsibility for properly carrying out the terms of the trust
- Seek specialized legal, tax, and accounting advice when needed for complex matters
Understanding the needs of beneficiaries
Through our culture of building long-term relationships with our clients, our trust officers and relationship managers get to know you and your personal needs and situations. Through active listening and fruitful conversations, we can gain a keen understanding of the many unique opportunities and challenges trust beneficiaries may face.
Talk to one of our professionals to learn more about the features of having us serve as your trustee.
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Wilmington Trust is not authorized to and does not provide legal, accounting, or tax advice. Our advice and recommendations provided to you are illustrative only and subject to the opinions and advice of your own attorney, tax advisor, or other professional advisor.