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Wilmington Family Office
Wilmington Family Office traces its roots to the 1903 founding of Wilmington Trust Company by the du Pont family. It functions today as the multi-family office...
Wilmington Family Office
Wilmington Family Office traces its roots to the 1903 founding of Wilmington Trust Company by the du Pont family. It functions today as the multi-family office division of Wilmington Trust. The office deploys capital across hedge funds, private equity, real estate, and philanthropic vehicles. Confirmed focuses include distressed situations, InsurTech, and mobility. Geographic reach covers North America, Europe, and Asia. Client holdings include mixed-use real assets and advisory lending portfolios in the United States. Team size and AUM remain undisclosed. Additional offices are not specified in public materials. The firm participates in Family Office Exchange councils and the Delaware Trust Conference. M&T Charitable Foundation and Rencourt Foundation Inc. sit alongside the platform. Wilmington Family Office integrates trust and estate services with investment management under the M&T Bank umbrella. This structure supplies regulatory oversight and operational scale uncommon for standalone multi-family offices.
General information
Firm type
Multi Family Office
Year founded
1903
Location
Region
North America
Country
United States
City
Wilmington
Corporate office
Wilmington, United States
Principals
Lisa Roberts
Head of Wealth Management
Sector focus
Frequently asked questions
Who runs investment decisions at Wilmington Family Office?
Lisa Roberts serves as Head of Wealth Management. Investment oversight occurs within the broader Wilmington Trust platform under M&T Bank Corporation.
How is Wilmington Family Office related to M&T Bank Corporation?
M&T Bank acquired Wilmington Trust in 2011. The family office operates as a division of Wilmington Trust.
What asset classes does Wilmington Family Office use?
The office allocates to hedge funds, private equity, real estate, and philanthropic vehicles.
Which families have disclosed ties to Wilmington Family Office?
The du Pont family founded the predecessor Wilmington Trust Company. The Kettering family maintains a long-standing client relationship.
Does Wilmington Family Office participate in professional networks?
The firm participates in Family Office Exchange member councils and sponsors the Delaware Trust Conference through the Delaware Bankers Association.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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