Department profile
Wealth Managers
High Net Worth Guide 2025 : New York
Rankings
Ranked Individuals
Ranked Individuals
About
Provided by Wilmington Trust
Wealth Management Overview: A Heritage of Trust. A Personal Connection.
As a firm that has built generation-spanning relationships, we strive to:
• Deliver tailored and risk-sensitive solutions for both high-net-worth and ultra-high-net-worth individuals and families
• Provide seasoned guidance for business owners facing transitions and succession planning
• Utilize the full resources of our parent company, M&T Bank, to augment your wealth plan with the additional financial services you may need
Our wealth management solutions and advice are delivered through local, personalized relationships, and customized to suit your evolving life goals.
• Wealth Planning: Foundational, specialized, and advanced planning
• Trust & Estate Services: Personal trust management, Delaware trusts, trustee services, estate settlement, and unique assets administration
• Investment Management: deep investment capabilities; local touch with a broad reach; and a distinctive, economics-led process
Sophisticated capabilities with a boutique-like experience
• Enjoy the best of two worlds - we are nimble and close-knit like a boutique firm, yet backed by the strength and resources of M&T bank, who has nearly a 50-year record of consistent profitability.
• Our professionals include seasoned and highly respected wealth strategists, economists, fiduciaries - bringing a diversity of backgrounds, skills, and knowledge to your relationship.
Chambers Review
Provided by Chambers
Strengths
Provided by Chambers
Wilmington Trust bring a very high level of expertise and competence that well situates them to provide valuable services in complex and sophisticated matters.
Wealth Managers respondentHigh Net WorthWe are very impressed with everybody we have met at Wilmington Trust and by the professionalism displayed by each area of expertise.
Wealth Managers respondentHigh Net WorthWilmington 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.
Wealth Managers respondentHigh Net WorthWilmington 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.
Wealth Managers respondentHigh Net WorthWilmington Trust are very organised and incredibly responsive. We have given them some very messy, disorganised situations and they have sorted it all out.
Wealth Managers respondentHigh Net Worth
Notable Practitioners
Provided by Chambers
Spotlight 
Spotlight 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.
Wealth Managers respondentHigh Net WorthI 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.
Wealth Managers respondentHigh Net WorthSharon Klein is such a critically important person for the community.
Wealth Managers respondentHigh Net WorthSharon Klein is a tremendous leader in the field. Her clients adore her. She is experienced and wonderful to work with.
Wealth Managers respondentHigh Net WorthSharon 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.
Wealth Managers respondentHigh Net Worth
Spotlight 
Spotlight 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.
Wealth Managers respondentHigh Net WorthI 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.
Wealth Managers respondentHigh Net Worth
Ranked Individuals at Wilmington Trust (2)
New York
Sharon Klein
Wealth Managers
View profile Timothy O'Hare
Wealth Managers
View profile
Members
Provided by Wilmington Trust
Sharon Klein
View profile of Sharon KleinTimothy O'Hare
View profile of Timothy O'Hare
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