Wilmington Trust

Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Family Office Services | Wilmington Trust
Wealth Management
Wealth Management
Financial Solutions
Family Office Services

Family Office Services

The more wealth you amass, the more complex your financial situation becomes. When you reach the point of setting up a family office to keep your affairs running smoothly, trust the experts at Wilmington Trust.
We collaborate with your attorneys and other trusted consultants to help manage the complexities of significant wealth. As a family office team, we bring structure to financial decision-making, develop processes that oversee cash flow, and enhance investment decisions. On your behalf we address:
    Financial management
  • Analyze investment solutions; develop and maintain cash flow, income, and expense projections to best meet liquidity needs
  • Prepare balance sheets, income statements, tax returns, and budgets
  • Process and pay bills; draft and execute wire transfers for cash disbursements
    Entity management
  • Establish disciplined procedures and appropriate controls to provide for decision-making authority and strong governance
  • Foster communication among family leaders, key stakeholders, and other professional advisors to promote engagement
  • Coordinate meetings; take and retain minutes, governing documents, accounting records, and agreements
  • Ensure that family members—both individually and as an entity—are protected from liability with necessary insurance coverage
    Strategic planning and analysis
  • Scrutinize financial data and portfolio holdings for opportunities to reduce taxes and optimize the use of liquidity
  • Monitor evolving tax law to ensure compliance and minimize risk
  • Assess need for limited liability company structures and guide their implementation and management
  • Evaluate processes and operations for the potential to streamline and reduce costs

Contact us to learn how you can fulfill your family's vision with a professionally run family office.

Bill LaFond
Bill LaFond
Head of Family Wealth
Meg Rafalli
Meg Rafalli
Head of Family Office Group
Joe_Garniewski Sr
Joe Garniewski Sr.
Senior Relationship Manager
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© 2020 Wilmington Trust Corporation and its affiliates. All rights reserved.

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