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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.
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Wealth Management Services

Family Legacy Planning

Prepare your family for the wealth they may inherit by engaging in a dynamic, ongoing learning process. Through our family legacy planning services, we can help your family understand the importance of open communication and group decision-making to help preserve wealth and values through the generations.

Multigenerational educational programs can create family learning opportunities that help promote the responsibilities of managing and stewarding wealth. 

Educational workshops include:

  • Family Alignment Journey
  • Putting the “Family” in your Family Business
  • Generational Family Philanthropy
  • Career and Education Planning
  • Wealth and Financial Literacy

Customized à la carte workshops:

  • Developing a Family Council
  • Enhancing Family Communication
  • Family Mission Statement and Motto
  • Developing Family Leaders Through Mentorship
  • Developing a Family Shared Property Policy
  • Family Lessons Through Failure
  • Crafting a College Planning Roadmap
  • Crafting a Career Path
  • Developing a Family Business Board
  • Developing a Family Employment Policy
  • Best Practices for Family Foundation Management
  • Multigenerational Philanthropy
  • Reflecting on the Purpose of Money
  • Sustainability of Wealth
  • Creating your Budget
  • An Introduction to Investing
  • Economics 101

Our goal is for you to leave the experience with a vision for what is possible for your family, a deeper understanding of one another, and a path forward for what you hope to achieve together.

Wealth Compass Online Financial Education

Discover our comprehensive approach to intergenerational wealth education that covers key subjects such as investing, planning, business succession, family engagement, and banking.

Discover why family legacy planning can be an integral part of our wealth planning services, and how it can help you achieve your family's long-term goals.

Contact one of our team members

Marguerite Weese Radnor PA

Marguerite Weese

National Director, Family Legacy Strategies

Email Marguerite

Jerry Inglet, Ed.D,
CFT-I™

Family Legacy Advisor

Email Jerry

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