Wilmington Trust

Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Family Office - Wealth Advisory | Wilmington Trust: Wealth Advisory: Family Office
Wealth Advisory
Wealth Advisory
Family Office

Family Office

Significant wealth comes with significant challenges. The mission of Family Office services is to lend clarity to the management of complex wealth by delivering a comprehensive analysis of your family's financial situation and seamless money management. Learn how we can provide structure to financial decision making, develop processes that oversee cash flow, and enhance investment decisions.

Our suite of Family Office services

Our operational and financial summaries provide transparency and instill a better understanding of all that is being addressed on your behalf in the areas of:
    Financial management
  • Analyze investment solutions; develop and maintain cash flow, income, and expense projections to best manage 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 carefully disciplined procedures that provide for decision-making authority and appropriate controls to maintain strong governance
  • Foster communication among family leaders, key stakeholders, and other professional advisors to promote engagement
  • Coordinate meetings; keep and securely file 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

Meet with a dedicated Family Office advisor to learn how a comprehensive, focused, and customized financial strategy can help fulfill your family's vision.

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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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