Wealth Managers - New York
Band 1
What the Team is Known For
Wilmington Trust provides high net worth clients with wealth planning, investment management and trustee services.
Department profile
Wealth Managers
High Net Worth Guide 2026 : 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 consistently provides exceptional service and responsiveness. The team is attentive, professional and proactive in addressing questions and needs, often anticipating issues before they arise.
Wealth Managers respondentHigh Net WorthEvery person we have worked with at Wilmington Trust has been very skilled, professional, responsive, thoughtful and smart, without exception. They are a pleasure to work with from a substantive standpoint as well as from a personal and style standpoint.
Wealth Managers respondentHigh Net WorthAs a firm, Wilmington Trust has a proactive approach and shows that they truly care about understanding who the client is and how to help them achieve their goals.
Wealth Managers respondentHigh Net Worth
Notable Practitioners
Provided by Chambers
Band 1 
Band 1 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 management to serve high net worth clients.
Sharon Klein provides exceptional client service, combining responsiveness, professionalism and attention-to-detail with deep expertise in trust and estate matters. She demonstrates strong leadership and a high level of sophistication, guiding her team and clients through complex issues with clarity and confidence. Her commercial awareness and forward-looking vision ensure that her advice remains both strategic and adaptable to evolving financial and regulatory environments.
Wealth Managers respondentHigh Net WorthSharon's understanding of our trusts' complex matters and of my family's personal situation has made our family feel in very good hands. She is a trusted adviser and we feel lucky to have her!
Wealth Managers respondentHigh Net Worth
Band 1 
Band 1 Timothy O'Hare
Timothy O'Hare is a senior wealth relationship manager at Wilmington Trust.
Timothy O'Hare is able to explain complex issues in an intelligible way to laypersons, and his style is very collaborative.
Wealth Managers respondentHigh Net WorthTimothy is responsive and proactive. He understands the clients' needs and is patient with providing solutions.
Wealth Managers respondentHigh Net WorthTimothy provides excellent client service. He is always just an email or a telephone call away. He combines efficiency and professionalism with a friendly, positive demeanor.
Wealth Managers respondentHigh Net Worth
Ranked Individuals at Wilmington Trust (2)
New York
Sharon Klein
Wealth Managers
View profile Timothy O'Hare
Wealth Managers
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Members
Provided by Wilmington Trust
Sharon Klein
View profile of Sharon KleinTimothy O'Hare
View profile of Timothy O'Hare
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