Chambers Review
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Wealth Managers - New York
What the Team is Known For
Wilmington Trust provides high net worth clients with wealth planning and investment management services.
Contact number
(212) 415-0500Strengths
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Slide 1 of 3
Wilmington Trust bring a very high level of expertise and competence that well situates them to provide valuable services in complex and sophisticated matters.
We are very impressed with everybody we have met at Wilmington Trust and by the professionalism displayed by each area of expertise.
Slide 2 of 3
Wilmington Trust are extremely client-centric. They have done a terrific job of engaging the beneficiaries to inform them of a variety of issues relevant to their trusts.
Wilmington Trust consistently provides a high level of service. The team is responsive and proactive in addressing client needs and ensuring that enquiries and concerns are handled in a timely manner.
Slide 3 of 3
Wilmington Trust are very organised and incredibly responsive. We have given them some very messy, disorganised situations and they have sorted it all out.
Wilmington Trust bring a very high level of expertise and competence that well situates them to provide valuable services in complex and sophisticated matters.
We are very impressed with everybody we have met at Wilmington Trust and by the professionalism displayed by each area of expertise.
Wilmington Trust are extremely client-centric. They have done a terrific job of engaging the beneficiaries to inform them of a variety of issues relevant to their trusts.
Wilmington Trust consistently provides a high level of service. The team is responsive and proactive in addressing client needs and ensuring that enquiries and concerns are handled in a timely manner.
Wilmington Trust are very organised and incredibly responsive. We have given them some very messy, disorganised situations and they have sorted it all out.
Notable Practitioners
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Sharon Klein
Sharon Klein is Wilmington Trust's Executive Vice President and President of Family Wealth in the Eastern US Region. Klein leverages extensive experience in trusts and estates law and investment banking to serve high net worth clients.
Sharon Klein is as good as it gets. She is smart, personable and responsive. I'm with Wilmington Trust because of Sharon.
I have been extremely impressed with Sharon Klein's expertise, dedication and work ethic. In every interaction I have had with her, she is positive, prepared, and eager to help clients.
Sharon Klein is such a critically important person for the community.
Sharon Klein is a tremendous leader in the field. Her clients adore her. She is experienced and wonderful to work with.
Sharon Klein anticipates issues and always seems to have solutions in mind whenever issues surface. Perhaps even more importantly, to date, every solution she has put forward has worked as planned.
Timothy O'Hare
Timothy O'Hare is a senior wealth relationship manager at Wilmington Trust.
Timothy O'Hare is very knowledgeable, easy to work with and articulate. He’s a pleasure to work with.
I really enjoy working with Timothy O'Hare. He understands the issues, relays the information clearly and is working with numerous groups on a solution to our issue.
Ranked Individuals at
Wilmington Trust
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