Educational Partners

2024 Educational Partners

A Heritage of Trust. A Personal Approach.

At Wilmington Trust, we have deep-rooted experience working with complex individual, family, and business situations. Founded by one of the nation’s foremost, forward-thinking families, we’ve helped generations of clients pursue their wealth aspirations. As the provider of wealth management services for M&T Bank, our capabilities are vast, yet our approach is personal.

Wilmington Trust wealth advisors are firmly planted in the communities where our clients live, work, and thrive. They are devoted to building personal relationships with clients, working to make their financial dreams a reality. We offer advice, guidance, and solutions across the financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and high-touch solutions of Wilmington Trust. No matter how complex a goal may seem, we specialize in finding the right strategy that aims to achieve it.

Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry