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Wealth Management Services

Family Office Services

The more wealth you amass, it is likely the more complex your financial situation becomes. When you reach the point of setting up a family office to keep your affairs running smoothly, trust the experts at Wilmington Trust.

We can collaborate with your attorneys and other trusted consultants to help manage the complexities of significant wealth. As a family office team, we can bring structure to financial decision-making, develop processes that oversee cash flow, and help enhance investment decisions. On your behalf we can work to address: 

Financial Management:

  • Analyze investment solutions; develop and maintain cash flow, income, and expense projections to best meet liquidity needs
  • Prepare balance sheets, income statements, tax returns, and budgets
  • Process and pay bills; draft and execute wire transfers for cash disbursements

Entity Management:

  • Establish disciplined procedures and appropriate controls to provide for decision-making authority and strong governance
  • Foster communication among family leaders, key stakeholders, and other professional advisors to promote engagement
  • Coordinate meetings; take and retain minutes, governing documents, accounting records, and agreements
  • We seek to ensure that family members—both individually and as an entity—are protected from liability with necessary insurance coverage

Strategic planning and analysis: 

  • Scrutinize financial data and portfolio holdings for opportunities to reduce taxes and optimize the use of liquidity
  • Monitor evolving tax law to help ensure compliance and minimize risk
  • Assess need for limited liability company structures and guide their implementation and management
  • Evaluate processes and operations for the potential to streamline and reduce costs

Contact us to learn how you can fulfill your family's vision with a professionally run family office.

Contact an expert

  • Bill LaFond
    President, Family Wealth Division
    Email Bill
  • Meg Rafalli
    Managing Director, Family Wealth
    Email Meg
  • Joe Garniewski Sr.
    Managing Director, Family Wealth Services
    Email Joe