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Southeast 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. Talk to us about how we can design a plan that is customized for your unique situation.
The Wilmington Trust difference
Wilmington Trust is an experienced provider of wealth and institutional services for 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.
Our Services
Wealth Management
Let our modern wealth management solutions and understanding of what's important help turn your challenges into opportunities.
Learn More >Investment Management
See how our 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 service model, international reach, and strong jurisdictional knowledge for your corporate trust and other business ventures.
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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 custom credit advisors work to understand your personal financial goals and tailor banking solutions to meet your objectives.
Learn More >Contact Wilmington Trust to learn more
A member of the Southeast team will be in touch to discuss your needs.
The clients we serve in the Southeast region have been a part of our high-net-worth community since we opened our first office in this area. Led by Regional President Ted Brown, our Southeast team provides guidance to successful families, closely held businesses, and endowments and foundations throughout the region.
Let us know how our Wilmington Trust Southeast team can serve your unique financial needs.
*Wilmington Trust traces its roots to the founding of Wilmington Trust Company in 1903.
High-quality staff
We have seasoned and skilled professionals, many of whom are recognized as leaders in their industry
Emphasis on execution
We believe our clients can benefit from customization, accuracy, and efficiency with each type of transaction
A team-based approach
Our team works collaboratively with your other trusted advisors to provide solutions unique to your needs
Experienced in complexity
No matter how complex a goal may seem, we work to find the right strategy to achieve it
Our Southeast Regional Leaders
Wilmington Trust Offices
Wilmington Trust has offices in many convenient locations.
Trusted Thought Leadership
Wealth Planning in a Higher Interest Rate Environment
When interest rates are high, opportunities exist to put new estate planning structures in place, such as GRATs and charitable lead trusts, and to recommit to sound financial planning.
Read Article >Why consider living in Florida?
The sunshine state has many tax and financial advantages you may be able to take advantage of.
Discussing Wealth and Legacy Plans with Family
Discussing wealth and legacy plans with family can be critical to maintaining family harmony and—hopefully—a lasting legacy.
Listen >