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Suite of Services
Suite of Services
Dedicated Oversight and Management

Wilmington Family Office is dedicated to helping to ensure that your complex needs are handled expertly and efficiently through our comprehensive suite of services. Most important, we provide all of the services you need while maintaining privacy, confidentiality, and discretion.

Integrated Wealth Management Sophisticated planning, multi-generational wealth transfer, tax minimization strategies, executive compensation and benefits planning, business transfer and succession, philanthropic strategies.

Financial Management Cash flow projections and management, budgeting, bill payment, payroll, income collection, maintenance of business and accounting records, compilation of financial information.

Tax and Accounting Tax planning, return preparation, financial and investment accounting, oversight of tax authority examinations.

Risk Management Insurance consultation, records retention and storage, family business continuity, family financial security, wealth preservation.

Consolidated Reporting State-of-the-art, in-house reporting capabilities, customized and comprehensive reports and financial statements.


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© 2014 Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by
M&T Bank. Investment Services, Wealth Advisory and Corporate & Institutional products and services are offered by Wilmington Trust Company,
operated in Delaware only, and Wilmington Trust, N.A. International Corporate & Institutional services are offered through our international affiliates.

 Investments: • Are NOT FDIC-Insured. • Have NO Bank Guarantee. • May Lose Value. 
Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank, Wilmington Trust or Wilmington Trust NA.

M&T Bank and Wilmington Trust, N.A. are Members FDIC and Equal Housing Lenders NMLS #381076 Equal Housing Lender