About the Author

Jerry Inglet, Ed.D, CFT-I™

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 is a Certified Financial Therapist-Level I™ Practitioner (CFT-I). As a CFT-I, he helps clients think, feel, and behave differently with money and improve overall well-being through evidence-based practices and interventions that aim to resolve underlying issues limiting self-growth, happiness, and financial wellness. He holds an EdD 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

Managing Emotions During Financial Uncertainty

Jerry Inglet, Ed.D, CFT-I™ |
Emerald GEMs

August 9, 2022—During times of financial uncertainty, some people may allow emotions, rather than logic and reason, to drive their business decisions. But emotional decision-making, mired in personal bias, can derail even the best-laid plans. It is usually best to keep emotions in check when faced with high stakes financial choices.

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August 2022 Monthly Tip: 5 Tips to Offer Divorced Parents Before Their Kids Enter College

Jerry Inglet, Ed.D, CFT-I™ |
Divorce Monthly Tips

Our Monthly Tip, as featured in Family Lawyer Magazine:Starting college is an exciting time for parents and children alike, but there are many details to consider – especially for children of divorce.When entering college as a freshman, the logistics and corresponding emotions attached to decisions can be overwhelming—not only for the student but the family at large.

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How to Balance Saving for Both College and Retirement

Jerry Inglet, Ed.D, CFT-I™ |
Wealth Planning

This article was published in the September 17, 2021 issue of MarketWatch. In it, Family Legacy Advisor Jerry Inglet discusses how an intentionally planned path can help mitigate the emotional highs and lows of important funding strategies. When retirement and college funding are balanced, two of the best gifts a parent can give to their children are made possible—the opportunity of a college education and a free conscience of knowing that their parents are financially secure in retirement.

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Overcoming the Grief of Selling a Family Business

Jerry Inglet, Ed.D, CFT-I™ |
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

Jerry Inglet, Ed.D, CFT-I™ |
Emerald GEMs

December 22, 2020—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 and how to supplement it with the development and use of a family motto.

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