Department profile
Wilmington Trust

Wealth Managers

High Net Worth Guide 2025 : New York

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Wilmington Trust

Rankings

Chambers Review

Provided by Chambers

Wealth Managers - New York

Spotlight

What the Team is Known For
Wilmington Trust provides high net worth clients with wealth planning and investment management services.
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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 Worth

  • We 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 Worth

  • 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.

    Wealth Managers respondentHigh Net Worth

  • 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.

    Wealth Managers respondentHigh Net Worth

  • Wilmington 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

  • Sharon Klein
    Sharon Klein

    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 Worth

    • 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.

      Wealth Managers respondentHigh Net Worth

    • Sharon Klein is such a critically important person for the community.

      Wealth Managers respondentHigh Net Worth

    • Sharon Klein is a tremendous leader in the field. Her clients adore her. She is experienced and wonderful to work with.

      Wealth Managers respondentHigh Net Worth

    • 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.

      Wealth Managers respondentHigh Net Worth
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  • Timothy O'Hare
    Timothy O'Hare

    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 Worth

    • 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.

      Wealth Managers respondentHigh Net Worth
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Ranked Individuals at Wilmington Trust (2)

New York

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