Family office solutions from Wilmington Trust.
Wilmington Trust offers Family Office Solutions for families that need coordinated wealth services without necessarily building a standalone office. It can act as an outsourced family office director, support an existing or emerging family-office team, or tailor a service around a multigenerational family. The proposition combines internal specialists, the family’s existing advisers and a network of external service providers.
Its published capabilities include a digital platform, financial reporting, strategic planning, family legacy and education, and concierge services. The digital platform is intended to bring financial information together; the service team helps organise and interpret that information and coordinate planning objectives. Families should confirm which accounts, assets and documents can be included, how data is updated, and who is responsible for each underlying source.
A July 2026 company article describes an outsourced director coordinating financial, estate and succession planning and an educational platform for family engagement. It identifies business-owning and entrepreneurial families facing transitions as a relevant audience. These are service aims, not a guarantee of lower total cost, successful succession or a particular investment result.
The investment business describes an open-architecture platform with stock, bond and alternative solutions, including private markets, hedge funds and real assets. Availability depends on the proposed strategy and investor qualifications. Alternatives are not suitable for every investor; sustainable strategies apply their own ESG criteria, and cash or money-market investments should not be treated as guaranteed. Ask whether the mandate is discretionary or advisory and which legal investment adviser will provide it.
Wilmington Trust is a service mark used by several subsidiaries of M&T Bank Corporation for fiduciary and non-fiduciary services. Banking, lending and deposit products are offered by M&T Bank. The family-office page explicitly states that Wilmington Trust does not provide legal, accounting or tax advice; those responsibilities must be assigned to appropriately engaged external advisers. External service providers may have separate fee arrangements.
The firm lists Jennifer Warren as Head of Wilmington Trust and M&T Equipment Finance, Lisa Roberts as Head of Wealth Management and Abby Mrozinski as Head of Corporate Trust & Agency Services. Donald P. DiCarlo is identified as Chief Client Strategist and Head of Wealth Planning and Trust Services. Its investment page names Tony Roth as Chief Investment Officer, Luke Tilley as Chief Economist and Meghan Shue as Chief Investment Strategist.
Prospective clients can use the official family-office inquiry form to arrange a discussion. Confirm the engagement scope, responsible entities, reporting coverage, third-party coordination and fees. The reviewed pages do not establish one universal minimum or family-office price. Investment and insurance products are not bank deposits, are not FDIC insured or bank-guaranteed, and may lose value.
Wilmington Trust is part of M&T Bank Corporation.
Yes, through its Family Office Solutions.
Wealth planning, trusts and estates and investment management are offered through relevant Wilmington Trust entities. Banking and credit products are offered by M&T Bank.
Sources: family; service detail; company; investment. Reviewed 1 November 2026.
Strengths. Long fiduciary heritage; Trust and estate depth; Backed by M&T Bank.
Watch-outs. Wilmington Trust does not provide legal, accounting or tax advice; Banking and credit are provided by M&T Bank, not every Wilmington Trust entity; External providers may charge separately; Alternative strategies require suitability and eligibility checks; Investment products can lose value and are not FDIC insured or bank-guaranteed.
Built for Private Wealth Owners / Principals, Single Family Office (SFO), Multi Family Office (MFO).
Multigenerational, entrepreneurial and business-owning families needing coordinated reporting, planning and investment oversight, including transition events. Confirm eligibility, service entities and investment qualifications for each mandate.
Official family-office inquiry form: https://www.wilmingtontrust.com/wealth-management/family-office. The outsourced director coordinates internal specialists, existing advisers and external providers; confirm responsibilities and service commitments.
Discuss the family’s objectives, existing team, assets, reporting needs and transition plans. Agree the outsourced or supporting role, investment mandate, third-party responsibilities, data coverage and separate fee arrangements.
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