Family Wealth Management?Wealth Advisory | Wilmington Trust
Wealth Advisory
Wealth Advisory
Solutions for You
Families and Individuals

Families and Individuals

Significant wealth brings both opportunity and responsibility. Let us help you navigate the challenges and complexities of sustaining wealth over generations so that you can enjoy your success, your life's passions, and your family.

Evolving family wealth management solutions for every stage
of your journey

Since our founding, we've worked with countless families to help them manage around the obstacles that others have struggled with. We understand what defines a family whose wealth continues to grow from one whose wealth evaporates in two or three generations.
  • Family governance and education

    Experience the education and communication process that can help guide your children in preserving your wealth and values for generations.
  • Family office services

    Benefit from the support of a multi-disciplinary, integrated team that can manage and coordinate your financial and life-management affairs.
  • Philanthropic planning

    Make an impact through the support of causes you believe in, while promoting family values and social responsibility, and leveraging the tax-deductible nature of charitable gifts.
  • Investment management

    Align your investment strategy with your values, personal passions, and goals, guided by proven asset allocation advice.
  • Private banking

    Leverage your purchasing power, meet your liquidity needs, manage your finances, and take advantage of opportunities as they arise with tailored credit solutions and premier deposit accounts.

Learn how your family can experience the security of working with our specialized family wealth management team.

Anna Smith
Anna Smith
Group Vice President
Email Anna
Bill LaFond
Bill LaFond
Head of Family Wealth
Email Bill
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Wilmington Trust is a registered service mark. Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation. Wilmington Trust Company, operating in Delaware only, Wilmington Trust, N.A., M&T Bank and certain other affiliates, provide various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management and other services. 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.

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 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.

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