Sharon Klein Wilmington Trust Wealth Management Expertise

Sharon Klein is a seasoned expert in wealth management, with a deep understanding of the complexities involved in preserving and growing one's financial assets. She brings over 25 years of experience to her role at Wilmington Trust.

Sharon's expertise is rooted in her extensive knowledge of trust and estate planning, as well as her experience in managing complex financial situations. Her clients benefit from her ability to navigate the intricacies of wealth management with ease.

At Wilmington Trust, Sharon works closely with high net worth individuals and families to create customized wealth management plans that meet their unique needs and goals. Her approach is tailored to each client's specific situation, ensuring that their financial objectives are met with precision and care.

Sharon Klein is a highly experienced professional in the wealth management industry, with over 25 years of experience. She oversees teams of professionals across various areas of wealth management, including planning, trust, investment management, family office, and private banking.

Klein has held various leadership positions, including president of Wilmington Trust's Tri-State Region, which includes the Greater New York, Connecticut, Long Island, and Northern New Jersey markets. She has also been a managing director of Family Office Services and Wealth Strategies for the New York Metropolitan market.

Sharon Klein is a Fellow of the American College of Trust and Estate Counsel, a selective professional organization of preeminent estate planning attorneys in the U.S. and abroad.

Wilmington Trust has been recognized by Forbes for its exceptional wealth management services. Sharon Klein, the head of Wilmington Trust's National Matrimonial/Divorce Advisory Practice, oversees teams that collaborate with advisors and their clients to offer comprehensive solutions for those impacted by divorce.

Sharon has over 25 years of experience in wealth advisory and is a Fellow of the American College of Trust and Estate Counsel. She was inducted into the Estate Planning Hall of Fame in 2021.

Wilmington Trust's Wealth Management offers a wide array of personal trust, planning, fiduciary, asset management, private banking, and family office services. These services are designed to help high-net-worth individuals and families grow, preserve, and transfer wealth.

Wilmington Trust focuses on serving families with whom it can build long-term relationships, many of which span multiple generations. This approach allows the company to establish trust and understanding with its clients.

Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation. These services include trustee, custodial, agency, investment management, and other services.

The Forbes rankings developed by SHOOK Research are based on a rigorous evaluation process, utilizing interviews and financial data to consider factors such as revenue generation and client retention.

Wilmington Trust has promoted Sharon L. Klein to president of its Tri-State Region, which includes Greater New York, Connecticut, Long Island, and Northern New Jersey markets.

Sharon L. Klein is based in the NYC Office, overseeing wealth management services in the region.

She has more than two decades of experience in the wealth management industry and joined Wilmington Trust in 2013 as managing director of Family Office Services and Wealth Strategies for the New York Metropolitan market.

Klein has held various leadership positions, including managing director and head of Wealth Advisory Services for Lazard Wealth Management and head of the Estate Advisement department at Fiduciary Trust Company International.

She earned a Master of Laws from the Boalt Hall School of Law at the University of California, Berkeley, and received a Bachelor of Arts and a Bachelor of Laws from the University of New South Wales, Australia.

Klein is recognized industry-wide as a speaker and author, and is frequently featured or quoted in publications such as the New York Times and Wall Street Journal.

Sharon Klein brings extensive experience in trusts and estates law to her role as Executive Vice President and President of Family Wealth in the Eastern US Region.

As a seasoned professional, Klein has a unique understanding of the complex financial needs of high net worth clients.

Sharon Klein leverages her background in investment banking to provide expert guidance to her clients.

With a deep understanding of the financial landscape, Klein is well-equipped to help her clients make informed decisions.

Her expertise in trusts and estates law enables her to navigate the intricacies of family wealth planning.