Divorce Advisory Services - Wealth Advisory | Wilmington Trust: Wealth Advisory: Professional Advisors: Divorce Advisory Services
Wealth Advisory

Divorce Advisory Services

As your client's trusted advisor, you provide an invaluable resource during the difficult time of divorce. Learn how Wilmington Trust can augment the services you provide to your clients through our comprehensive divorce solutions.

Financial and planning solutions

We can help you address the many financial and planning considerations involved when your client is facing a divorce. Solutions include:

Deposit and custom credit solutions
Our Private Banking team can help open deposit accounts in your client's individual name that are tailored to his or her specific situation, and provide custom credit for unforeseen expenses, real estate purchases, business investments, and other needs. A new, personalized, credit card will also allow your client to finance important purchases. Deposit and loan services provided by M&T Bank.

Financial planning
Our financial planning team offers a comprehensive financial plan analyzing the changes in your client's cash flows from assets received, alimony received, changes in expenses, and other cash flows expected after dissolution of marriage. We can help balance projected expenses against maintaining a preferred lifestyle.

Estate planning document review
Reviewing all important planning documents is critical so that heirs are provided for as your client wishes. We can also act as a central repository on behalf of your clients for all of these documents, including wills, trusts, powers of attorney, and healthcare directives, if needed.

Fiduciary/Personal trust administration
Wilmington Trust is and always has been a fiduciary whether acting as trustee or as investment manager. When trusts are utilized to protect settlement payments, our experienced personal trust team provides comprehensive administration services for current and future generations.

Business valuation review
For any business that has been appraised as part of the settlement process, our team can review the appraiser's valuation report and provide insights that may help determine if your client should hire his or her own valuation expert as well.

Investment management
Our team can tailor a portfolio based on your client's specific parameters, including liquidity needs, time horizon, risk tolerance, and other factors. Our differentiated investment process is designed to manage risk, maximize tax efficiency, minimize investment costs, and diversify among asset classes.

Insurance review
We provide a detailed analysis of your client's health, life, disability, and long-term care insurance, identifying what actions might be recommended, including reviewing policy ownership and beneficiary designations, and understanding who has responsibility for premium payments.

Higher education planning
Our team provides projections and analytics delineating future costs of college based on the ages of the children and colleges under consideration. Then, we conduct financial aid analysis and calculate projections to determine the impact of lump sum settlements.

Philanthropic planning
Prior to division in divorce, we can review any existing private foundations and charitable vehicles to be certain they are still in line with your client's goals and wishes. We'll also explore potential charitable techniques that could be utilized for property settlement and support payments, and as needed, establish charitable trusts to support philanthropy and minimize taxes.

We will work together to explore the best options to position your client for a successful financial future in the most sensitive and productive way.

Collaborate with us to help guide your clients through the financial complexities of divorce.





Sharon L. Klein
Sharon Klein
Tri-State Region President, Wilmington Trust, N.A.
212-415-0547
Email Sharon
Bruce Hoffmeister
Bruce Hoffmeister
Director of Wealth and Fiduciary Planning
212-415-0547
Email Bruce
Anne Stclair
Anne St. Clair
Vice President
Private Banking
212-415-0547
Email Anne
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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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  • 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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