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.
  • Divorce planning solutions

    Learn how we can help protect your best interests with guidance and sound financial solutions.
  • Family engagement

    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.

Bill LaFond
Bill LaFond
Head of Family Wealth
Sharon Klein
Sharon Klein
President, Eastern Region, Family Wealth
Mark Oller
Mark Oller
President, Family Wealth, Delaware
Brian Oard
Brian Oard
President, Western Region, Wealth Management
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Putting the Family in Family Philanthropy
How families use philanthropy as a vehicle for transmitting values
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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

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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 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