Wilmington Trust

Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Family Governance & Wealth Education | Wilmington Trust: Wealth Advisory: Family Governance and Education
Wealth Advisory
Wealth Advisory
Family Governance and Education

Family Engagement

Wealth brings vast opportunities to families, but also many challenges. Many families strive to overcome those challenges by creating and maintaining healthy family dynamics through an environment of learning and open discussion surrounding the family's legacy. Discover why family engagement is an integral part of our wealth planning services, and how it can help your family operate more efficiently and harmoniously.

Family engagement advisory services

Our goal is to help your family understand the important role that good communication and group decision-making plays in long-term wealth preservation, and to support and prepare you to be able to navigate complex issues together. Services may include:
  • Financial education

    Family learning opportunities, in person and online
  • Generational philanthropy

    Creating family bonds through giving
  • Family synergy

    Improving family relationships through communication
  • Family business continuity

    Keeping "family" in the family business through planning

Additional resources

Should your family require additional services from outside specialists such as counselors, conflict resolution specialists, human resource professionals, and others, we would be happy to assist in identifying such professionals for your engagement and can then work with them as an extension of our team.

Ask one of our advisors how family engagement can help you achieve your long-term legacy planning goals.

Marguerite Weese
Marguerite Weese
National Director of Fiduciary Planning
Carol Kroch
Carol Kroch
National Director of Philanthropic Planning
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Wilmington Trust is a registered service mark, used in connection with various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management, and other services, offered to trust, individual, and institutional clients by certain subsidiaries and affiliates of Wilmington Trust Corporation. Such subsidiaries and affiliates include, but are not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (operating in Delaware only), Wilmington Trust, N.A., Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Wilmington Trust Corporation is a wholly-owned subsidiary of M&T Bank Corporation.

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, member FDIC.

WTIA, WFMC, and WTIM are investment advisers registered with the 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.

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.

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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