Wilmington Trust

Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Family Engagement | Wilmington Trust
Wealth Management

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.

  • 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.

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.

M&T Bank, Member FDIC and Equal Housing Lender NMLS #381076 Equal Housing Lender

 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