About the Author

Jerry Inglet, Ed.D

Family Legacy Advisor

As part of the Wilmington Trust Emerald Family Office & Advisory team, Jerry creates and facilitates customized family workshops for family members seeking engagement and preparation for the present and future roles within their families. These workshops are designed to assist families with communication, personal legacy planning, wealth transition, and financial education. Families exit this experience with a vision for what is possible for their family, including but not limited to a list of common values, a deeper understanding of one another, and most importantly a path forward for what they hope to achieve together.
 
Additionally, Jerry provides research-based information for Wilmington Trust’s clients on the many financial and non-financial choices and paths available during the education selection process. The educational roadmaps provided by Jerry to parents, grandparents, and students help to establish a sound educational foundation for young adults as they transition from scholarly students to productive members of the world of work and citizenry.

Jerry has more than 18 years of banking and finance experience. He also served as a director at a small private college in Buffalo for six years, where he was responsible for accreditation, enrollment management, event management, institutional advancement, marketing, and curriculum development. In addition, Jerry continues to maintain a strong pulse on high school and college students through over 16 years as both a high school and college football official and various posts as an adjunct college professor.

Jerry holds an Ed.D in educational leadership and administration from D’Youville College; two master’s degrees from SUNY Buffalo in urban policy and school counselling; and a bachelor’s degree as a University Scholar from Xavier University.


By the Author

Overcoming the Grief Connected to the Sale of a Family Business

Jerry Inglet, Ed.D |
Emerald GEMs

June 29, 2021—For many family business owners, the company they developed and grew over the years has shaped their identities, given them purpose, and may have been the catalyst for keeping their families together. Following the sale of a family business, some may feel a sense of loss and perhaps even regret, unsure about what to do next.

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Creating a Family Motto for 2021

Jerry Inglet, Ed.D |
Emerald GEMs

December 22, 2020, GEM 29 — Over this past year, many families have grappled with topics from the pandemic to politics, perhaps disrupting family harmony. With the uneasiness that 2020 presented, has your family defined a concise purpose for the new year that drives goals? In today’s podcast, Family Legacy Advisor Jerry Inglet discusses both the importance of establishing your family’s purpose for 2021 and how to supplement it with the development and use of a family motto.

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Episode 9: Pivots, Protections, and Possibilities for College Students and Parents

Jerry Inglet, Ed.D |
Emerald GEMs

June 30—Current day circumstances are prompting college students to possibly pivot from their pre-COVID-19 plans in ways that explore alternate possibilities and protections—all of which can be framed by asking the right questions in this moment.

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