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Delaware Directed Trusts-Wealth Advisory | Wilmington Trust: Wealth Advisory: Professional Advisors: Directed Trusts
Wealth Advisory

Directed Trusts

A Delaware directed trust allows your clients to take advantage of the state's beneficial trust and tax laws while retaining the services of a long-standing and trusted investment advisor. Discover how we can help serve as your client's Delaware directed trustee while providing ongoing tax and administrative services.

Benefits of the Delaware directed trust

Providing families with the flexibility and freedom they need to overcome many estate planning hurdles.
  • Retention of a trusted advisor

    By adding a directed trust feature to the desired trust structure, the client's long-standing advisor can continue to control the investment of family assets held in trust.
  • Providing for flexible future distributions

    A directed trust allows for the appointment of a distribution advisor who is close to the family and who can properly take into account family needs and values when making future distribution decisions.
  • Protecting the grantor's interests

    A directed trust allows for the appointment of a trust protector who can remove or replace a trustee and assist with carrying out the grantor's goals in establishing the trust.
  • Control of difficult-to-manage assets

    Trusts such as Delaware asset protection trusts and Delaware dynasty trusts can also be beneficial as directed trusts, as they often hold assets that are concentrated, illiquid, or otherwise difficult for a trustee to manage.

Advantage of working with Wilmington Trust

With roots dating back to our founding as a trust company in 1903, we have the fiduciary heritage and commitment your clients need from a trustee. We strive to demonstrate impartiality, fairness, and sensitivity to the needs of the beneficiaries we serve and administer each trust in strict accordance with its specific provisions.

Partner with us if a Delaware directed trust is the right solution for your client.

Wilmington Trust Company operates offices in Delaware only.
Note that a few states, including Delaware, have special trust advantages that may not be available under the laws of your state of residence, including asset protection trusts and directed trusts.




Jeff Wolken
Jeff Wolken
National Director of Fiduciary Strategies
Richard W. Nenno, Esq.
Dick Nenno
Senior Trust Counsel and Managing Director
Kevin Jacobs
Kevin Jacobs
Vice President & Senior Private Client Advisor
Related Insights
The Flexibility and Freedom of a Delaware Directed Trust
When you need a trust, but want to or must maintain control
Delaware Trust Advantages for Business Owners
Control, protection, and privacy are key benefits of a Delaware Trust
Business Interests Held in Trust
Learn about the different structural models for fiduciary decision making

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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.

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