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Trustee & Fiduciary Services - Wealth Advisory | Wilmington Trust: Wealth Advisory: Planning & Trust: Trustee Services
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Trustee Services

Trustee Services

When it comes to selecting a trustee, it's important to find a partner with longevity, prudence, and considerable experience working with families over multiple generations. Discover why Wilmington Trust is a nationally recognized leader in exercising fiduciary oversight on complex family situations.

Heritage of fiduciary responsibility

We are accustomed to managing generations of family wealth, ensuring that each trust is administered in strict accordance with its specific provisions and that the trust's terms are carried out as its creator intended. When making discretionary decisions, we demonstrate impartiality, fairness, and sensitivity to the needs of the beneficiaries we serve.

Duties to beneficiaries
  • Impartiality, integrity, fairness, and sensitivity to the beneficiary's needs
  • Establish open channels of communication
  • Distribute income and principal on a timely basis
  • Exercise discretion appropriately and professionally
Legal obligations
  • Assume legal responsibility for properly carrying out the terms of the trust
  • Seek specialized legal, tax, and accounting advice when needed for complex matters

Understanding the needs of beneficiaries

Through our culture of building long-term relationships with our clients, our fiduciary advisors and relationship managers get to know you and your personal needs and situations. We are always listening to your needs and have a keen understanding of the many unique opportunities and challenges trust beneficiaries may face.

Talk to one of our fiduciary professionals to learn more about the benefits of having us serve as your trustee.





Don DiCarlo
Don DiCarlo
Chief Fiduciary Officer
Mark Oller
Mark Oller
President, Family Wealth, Delaware
Jeff Wolken
Jeff Wolken
National Director of Fiduciary Strategies
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© 2019 Wilmington Trust Corporation and its affiliates. All rights reserved.

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.

M&T Bank, Member FDIC and Equal Housing Lender NMLS #381076 Equal Housing Lender

 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