Wealth Management Services
Professional Advisors
You've taken time and energy to build long-term relationships with your clients. Now you can work toward adding even more value to those relationships through Wilmington Trust's professional wealth management resources.
Collaboration, not competition
We truly respect the relationships you've built. For decades, we've worked collaboratively with attorneys, accountants, insurance consultants, and other financial services advisors in the best interest of our mutual clients. Let's work together to provide the comprehensive wealth management services your clients may need.
Delaware trusts
Planning and trust experience to help your clients take advantage of Delaware's favorable trust laws.
Directed trusts
Flexible estate planning option that enables families to continue to work with complex assets or a trusted investment advisor.
Matrimonial and divorce advisory solutions
Comprehensive divorce solutions designed to position your client for a successful financial future.
Work with us today to give your clients a full range of resources they may need to reach their complex financial goals.
Wilmington Trust Company operates offices in Delaware only.
Note that a few states, including Delaware, have special trust advantages that may not be available under the laws of your state of residence, including asset protection trusts and directed trusts.
Contact one of our team members
Sharon Klein
President, Family Wealth, Eastern U.S. Region
Jeff Wolken
National Director, Delaware Trust Planning