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Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), Wilmington Trust Asset Management, LLC (WTAM), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation’s international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank. Member, FDIC.

M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.

WTIA, WFMC, WTAM, and WTIM are investment advisors registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, WTAM, and WTIM is also available on the SEC's website at adviserinfo.sec.gov.

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

Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any security or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance that any investment, financial or estate planning strategy will be successful.

Wealth Management Services

Family Office Services

As a prominent individual, family, or business owner, you may have reached a level of financial success that requires a more strategic and integrated set of solutions and services. Even if you have some form of family office infrastructure in place, our services are designed to support your existing dynamic.

Our services are designed to provide you with the key elements of a solid foundation in a single integrated offering:

Strategic planning and advisory services: Generational trust and estate planning, tax and advanced financial planning, business value and exit planning, strategic philanthropy
Expertise and educational resources: White papers, podcasts, research, webinars, events, Wealth Compass educational programs
Family legacy solutions: Family engagement and alignment, family learning, family governance, personal and professional development
Comprehensive data aggregation, reporting, and analytics: Data aggregation and validation, flexible and customized reporting, financial statement generation and analysis
Additional services: Personal financial services, entity management, specialized transition services

Contact us to learn how you can help fulfill your family's vision with comprehensive family office services.

Contact one of our team members

Wilmington Delaware Blair Talty

Blair Talty

Head of Family Office Strategies and Experience

Marguerite Weese

National Director, Family Legacy Strategies

Email Marguerite

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