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Florida Wealth Management Services
Welcome to Wilmington Trust
For more than a century*, we have helped individuals and families thrive with our comprehensive wealth management solutions. Let’s work together to provide your clients with the resources to help meet their complex needs.
The Wilmington Trust difference
Wilmington Trust is the leading provider of wealth and institutional services in the M&T Bank family. Our guidance has helped generations of families and businesses thrive, backed by the sound experience of our professionals and a forward-looking mindset.
*Wilmington Trust traces its roots to the founding of WTC in 1903.
Why consider living in Florida?
The sunshine state has many tax and financial advantages you may be able to take advantage of.
Our Services
Wealth Management
Let our modern wealth management solutions and deeper understanding of what's important help turn your clients' challenges into opportunities.
Learn More >Investment Management
See how our financial advisors use investment intelligence, high-quality solutions, and customized, goals-based planning—all within an advanced framework to monitor risk—can help preserve and grow your wealth.
Learn More >Corporate & Institutional
Leverage our neutral and impartial service model, global reach, and strong jurisdictional knowledge for your clients' corporate trust and other business ventures.
Learn More >Family Office
As a prominent individual, family, or business owner, you may have reached a level of financial success that requires a more strategic set of solutions and services. Our family office services can be tailored to support what you may need.
Learn More >Trust & Estate Services
Take advantage of the benefits trusts may provide as a key part of your estate plan. Your fiduciary advisor can devise a customized trust strategy that works to help you attain your goals.
Learn More >Private Banking
Your wealth can bring financial management challenges and opportunities. Our private bank works to understand your personal financial goals and tailors banking solutions to meet your objectives.
Learn More >Investing involves risks, and you may incur a profit or a loss. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any financial product 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 the any investment, financial or estate planning strategy will be successful. Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services. Private Bankers are M&T Bank employees.
Contact Wilmington Trust to learn more
A member of the Florida team will be in touch to discuss your needs.
The clients we serve in Florida have been an important part of our high-net-worth community since we opened our first Florida office. Led by Regional President Ted Brown, our Florida team provides trusted guidance to successful families, closely held businesses, and endowments and foundations throughout the Sunshine State.
Let us know how the Wilmington Trust team can help your clients achieve their goals.
High-quality staff
We have seasoned and skilled professionals, many of whom are recognized as leaders in their industry
Emphasis on execution
Corporate and Institutional clients benefit from customization, accuracy, and efficiency with each type of transaction
Experienced in complexity
We work collaboratively with our clients' other trusted advisors to provide solutions unique to their needs
A team-based approach
No matter how complex a goal may seem, we excel at helping to find the right strategy to achieve it
Our Florida Regional President
Advice and guidance from a team you can trust
“What’s special about our team at Wilmington Trust in Florida is the depth and breadth of experience and the stability we’ve had here. We’ve been able to work with the same families for years, sometimes even decades…which I think uniquely defines us in this marketplace.”
Ted Brown
President, Florida
Florida Wilmington Trust Locations
Trusted Thought Leadership
The SECURE Act 2.0 Enhances Retirement Planning
The recently passed SECURE Act 2.0 legislation includes many provisions that may provide planning opportunities for affluent and high-net-worth individuals and families.
Read Article >Why Consider Living in Florida?
While Florida is commonly known for its year-round sunshine and beautiful sandy beaches, it’s also home to many tax and financial advantages as well.
Read Article >What’s New Under the Sun in Florida with Trusts
Balmy weather isn’t the only advantage of living in Florida. Beginning in 2021, the Florida Trust Code began heating up with some legislative changes that impact estate planning for Florida residents, including existing, new, full-time, and part-time residents.
Read Article >