Creating a deep connection you can count on
WEALTH MANAGEMENT
At Wilmington Trust, our extensive capabilities and personalized approach help us build lasting relationships rooted in trust.
Get In Touch
Contact us to speak with a representative.
Find a Location
Get in touch with your local Wilmington Trust office.
Why Wilmington Trust
A team-based approach
We work collaboratively with your other trusted advisors to provide solutions that are focused on your needs, and a large percentage of our business comes to us through referrals.
Experienced in complexity
No matter how complex a goal may seem, we specialize in finding the right strategy that aims to achieve it, customized for your needs.
The Delaware advantage
We have significant knowledge of the state of Delaware's favorable laws for personal trusts and business entities.{{wt-d64*}}
A wealth of resources designed to help you achieve your aspirations
Our wealth management solutions and advice are delivered through local, personalized relationships, and customized to suit your evolving life goals.
Integrate your varied wealth management needs in a personalized and comprehensive plan, designed to evolve as you do
WEALTH PLANNING
TRUST & ESTATE
Discover ways to help protect your assets, efficiently transfer wealth, plan for your business, and leave the legacy you desire
PHILANTHROPIC
Explore strategies that are designed to help benefit your favorite charity, your family, and your tax planning
DIVORCE/MATRIMONIAL
Understand the many factors involved when facing a divorce, as well as ways to help protect your interests with prenuptial planning
FINANCIAL
Build a financial plan designed to provide stability and protection, advancing you and your loved ones toward your financial goals
SUCCESSION & EXIT
Execute a solid plan to pass down or sell your business that coordinates with your personal wealth planning goals
Take advantage of the benefits trusts may provide as a key part of your estate plan
TRUST & ESTATE SERVICES
PERSONAL TRUST MANAGEMENT
Understand the many facets of efficient and prudent trust management, and how your beneficiaries can benefit from our skilled administration team
DELAWARE TRUSTS
Explore the many benefits of establishing your personal trust in Delaware, a state widely known for its favorable trust legislation
ESTATE SETTLEMENT
Learn about the significant responsibilities that come with settling an estate, and how a professional, experienced, and caring corporate executor can help ease the burden on your heirs
TRUSTEE SERVICES
Discover how managing generations of family wealth has given us considerable experience exercising fiduciary oversight on complex trust matters
UNIQUE ASSETS ADMINISTRATION
Learn how our specialized team can administer your interests in hard-to-value assets, such as closely held businesses, real estate, and mineral interests
INVESTMENT MANAGEMENT
Benefit from our longstanding fiduciary culture of putting clients’ interests first, which is reflected daily in our governance and guidance when we act as investment advisor.
OPEN ARCHITECTURE SOLUTIONS
Aim to strengthen your portfolio with our discretionary advisory services through both choice proprietary offerings and seasoned third-party boutique managers globally
DEEP INVESTMENT INTELLIGENCE
Access a team of more than 100 experienced professionals—including economists, strategists, researchers, and analysts— to carefully shepherd your portfolio through evolving economies and markets
LOCAL TOUCH WITH A BROAD REACH
Experience the personal attention of a dedicated advisor coupled with access to the market and economic views of our senior investment leaders
DISTINCTIVE, ECONOMICS-LED PROCESS
Rely on our economics-led, scientific, and disciplined investment approach that focuses on managing risk across various dimensions, reducing costs, and delivering access to institutional-quality solutions
Experience our personalized approach in working to meet your financial needs, coordinated with your overall wealth management plan
Private Banking
CUSTOM CREDIT
Learn how our approach to lending can provide you with customized and flexible sources of funding to make significant purchases or achieve liquidity
SECURITIES-BASED LINE OF CREDIT
Discover how this type of line of credit may offer quick access to liquidity by leveraging your eligible securities as collateral, providing funding for a variety of personal or business needs
LIFESTYLE FINANCING
Explore the options available when purchasing aircraft, yachts, cars, artwork, and other valuable collections, including financing for investment real estate properties for non-developers
CONSUMER LENDING
Obtain the financing and credit you require as a successful individual, including jumbo residential mortgages; home equity lines of credit; and signature credit cards
Elevate your current advisory services with enhanced strategic and integrated solutions for your complex wealth management needs
FAMILY OFFICE
CUSTOMIZED FINANCIAL REPORTING
Gain ongoing insight into your financial picture with regular, personalized reports designed to help you make more informed financial decisions
MULTI-DISCIPLINARY ADVICE
Using a series of assessments, we can analyze your plan to validate current thinking or identify areas of improvement and create a priority action plan
STRUCTURED WEALTH PLAN IMPLEMENTATION
Learn how we can coordinate and collaborate with your various advisors, maintain your wealth planning project list, and create accountability check-ins
Our competitive advantage is yours
WHY WILMINGTON TRUST?
As the provider of wealth management services for M&T Bank—one of the top 15 largest U.S.-based commercial holding companies{{wt-d55*}}—our resources are extensive; yet we are with you in the communities where you work, live, and thrive.
$80.5 Billion AUM{{wt-d56*}}
Wilmington Trust assets under management
100+ Years{{wt-d57*}}
More than a century serving as a fiduciary
191 Consecutive Quarters{{wt-d58*}}
Profitability track record for M&T Bank Corporation
Featured insights on today's top issues
THOUGHT LEADERSHIP
Read, listen, and learn through our timely thought leadership publications, podcasts, webinars and more.
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U.S. Economic Exceptionalism: Can the reign continue?
2024 CAPITAL MARKETS FORECAST
The U.S. has typically been able to shake off its cyclical economic troubles and power forth into a fresh expansion. This time around, it may be more challenging to emerge victorious.
Advisors you can count on no matter where your journey takes you
OUR TEAM
As you evolve through your passions and pursuits, together we'll thoughtfully help you build a plan based on your wealth aspirations.
Industry awards and accomplishments
ACCOLADES
The American College of Trust and Estate Counsel{{wt-d59*}}
Under 40 in Wealth Management Awards{{wt-d60*}}
America's Top Women Wealth Advisors{{wt-d61*}}
