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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.

M&T Bank

Equal Housing Lender. Bank NMLS #381076. Member FDIC.

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.

Wilmington Trust

“High achievement always takes place in the framework of high expectation”

- Charles Kettering
American inventor, engineer, and renowned businessman

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Supporting successful families, every step of the way.

Welcome to Wealth Compass, a comprehensive approach to intergenerational wealth education, exclusively from Wilmington Trust.

With more than 100 years of experience managing the complex needs of successful families*, we have come to understand that sustaining a family legacy, developing new family leaders, and transferring values is not easy.

Our family clients have shared with us how difficult it is to know when and how to talk to their children and grandchildren about wealth and have expressed their concerns about demotivation and distraction. However, our experience tells us that when communication is done well, with the help of a trusted advisor, the family’s legacy can carry on in a fruitful and meaningful way.

Our hope is that this educational program becomes an invaluable tool for families to use with their advisors, to open the lines of communication early and often, and to support the goals and values of all generations who will need to carry out the family’s legacy.

Whether you’re a seasoned investor or just getting oriented to the complexities of wealth management—we invite you to join us on this learning journey.

* Wilmington Trust traces its roots to the founding of Wilmington Trust Company in 1903.

The Wealth Compass series is provided for educational purposes only, providing a high-level introduction to investing concepts and terminology. It is not intended to provide all of the nuances of strategies that may be available in the marketplace; thus descriptions of features, risks, and potential benefits are intended to be generally representative and not comprehensive.

Similarly, this material is not intended as an offer, recommendation or solicitation for the sale of any financial product or service or as a determination that any investment strategy is suitable for a specific investor. Investors should seek financial advice regarding the suitability of any investment strategy based on the investor’s objectives, financial situation and particular needs. The investments or investment strategies discussed herein may not be suitable for every investor. There is no assurance that any investment strategy will be successful.

Opinions, estimates and projections constitute the judgment of Wilmington Trust and are subject to change without notice. Third party information incorporated into these materials has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed.

Investment products are not insured by the FDIC or any other governmental agency, are not deposits of or other obligations of or guaranteed by Wilmington Trust, M&T, or any other bank or entity, and are subject to risks, including a possible loss of the principal amount invested.

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), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.