Family Governance & Wealth Education | Wilmington Trust: Wealth Advisory: Family Governance and Education
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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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