Wilmington Trust

Established by T. Coleman duPont in 1903, Wilmington Trust provides Wealth Advisory services for clients throughout the United States and Europe. We are a nationally recognized fiduciary, specializing in personal trust, financial planning, fiduciary, asset management, and family office services for successful individuals and families.
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This information provided by Wilmington Trust

Who We Are

With roots dating back to the founding of Wilmington Trust Company by T. Coleman duPont in 1903, Wilmington Trust has been serving members of the duPont family and successful individuals, families, and businesses for generations. We bring a unique blend of knowledge, experience, and resources to every client relationship that we serve, offering the highest caliber of service from a team of nationally recognized experts. Our approach is simple: develop customized strategies for our clients with the utmost integrity, intelligence, and expertise. Our overriding responsibility is to ensure that the solutions we recommend give our clients a strong sense of confidence and peace of mind. You are assured that your performance expectations and aspirations for the future are paramount to us at all times. With a deep rooted fiduciary expertise at the core of everything we do, we manage relationships with a long-term view to help safekeep your family’s legacy.

What We Do

We utilize a consultative approach to understand the needs of our clients and craft tailored solutions. Many clients have think about their estate plan and investments separately; our Wilmington Trust experts help to create an integrated plan based on each family's strategic goals that not only helps to prepare the money for the family, but help to prepare the family for the money through family governance and education focused on wealth sustainability. The core services that we offer and integrate into a customized plan for families are: Strategic investment management, Trust Vehicles and Services, Closely-help business planning, Private Banking, Family Governance and Education, Family Office Services, Endowment and Foundation Management and Captive Insurance.

What's Special About Us?

We are a nationally recognized fiduciary We have wealth and financial planning teams with comprehensive knowledge of complex strategies We specialize in creating integrated plans that not only prepare the money for the family, but also prepare the family for the money. We do this through family governance and education focused on wealth sustainability. We are backed by consistent corporate financial strength and stability.

See the Glossary for definitions of these metrics.

This information provided by Wilmington Trust

See the Glossary for definitions of these metrics.

This information provided by Wilmington Trust

Background

Year Firm Established: 
1903
Founding Family Name: 
T. Coleman duPont
Type of Firm: 
Trust Company

Stats

As of date: 
Tuesday, April 24, 2012
Do you provide consolidated financial reporting?: 
No

See the Glossary for definitions of these metrics.

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Contact

William T. LaFond
President, Family Wealth Division
302-651-8131
Company Website

Headquarters

Headquarters: 
1100 North Market St.
Wilmington  Delaware  19890-0001
United States

Other Office Locations

Other Office Locations: 
Boston, MA New York, NY Philadelphia, PA Washington, DC Baltimore, MD Atlanta, Georgia North Palm Beach, FL Palm Beach, FL Vero Beach, FL Stuart, FL Los Angeles, CA

Category

Category: 
Financial Service Providers

Advisor Type(s)

Advisor Type(s): 
Investment Services
Asset Manager
Bank
Wealth Advisor
Multi-Family Office
Trust Company

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