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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© 2015 Wilmington Trust Corporation and its affiliates. All rights reserved.

Wilmington Trust is a registered service mark. Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation (M&T). Investment management and fiduciary services are provided by Wilmington Trust Company, operating in Delaware only, Wilmington Trust, N.A., a national bank, and M&T Bank. 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.

Wilmington Trust Investment Advisors, Inc., a subsidiary of M&T Bank, is a SEC-registered investment adviser providing investment management services to Wilmington Trust and M&T Bank's affiliates and clients.

 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.  

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