About the Author

Sharon L. Klein

Senior Vice President

Sharon is president of Family Wealth, Eastern U.S. Region, for Wilmington Trust, N.A. She is responsible for overseeing the delivery of all Wealth Management services by teams of professionals, including planning, trust, investment management, family governance and education, family office, and private banking services, to ultra high-net-worth clients in the U.S. and internationally. Sharon also heads Wilmington Trust’s National Divorce Advisory Practice.

Sharon has over 25 years of experience in the wealth advisory arena and is a nationally recognized speaker and author, frequently featured or quoted in publications like The Wall Street Journal and The New York Times. Global media company Forbes features Sharon as a Top Advisor in multiple categories since 2020. In 2022 she was selected as one of the Top 40 Women Wealth Advisors in America, and a Best-In-New York Wealth Advisor. Leading business publication Crain’s named Sharon to its 2020 inaugural list of the Most Notable Women in Financial Advice, an honor that recognizes leading women executives in New York City for their dedication to excellence in the financial industry and significant professional, civic, and philanthropic contributions. In 2018, she was honored by the UJA-Federation of New York Lawyers Division for her contributions to the trust & estates community and the community at large. Sharon is a Fellow of the American College of Trust and Estate Counsel, a highly selective professional organization of preeminent estate planning attorneys in the U.S. and internationally who are chosen based on outstanding reputation and exceptional skill. Sharon was inducted into the Estate Planning Hall of Fame in 2021. This award is considered the pinnacle of accomplishment in this field. Only 125 people across the U.S. have received this award since its inception in 2004.

Sharon is a member of The Rockefeller University Committee on Trust and Estate Gift Plans, the New York Bankers Association Trust & Investment Division Executive Committee, the Estates, Gifts and Trusts Advisory Board for The Bureau of National Affairs and the Thomson Reuters Trusts & Estates Advisory Board. She chairs the Domestic Relations Committee of Trusts & Estates magazine, where she sits on the Board, and is on the Advisory Board of Family Lawyer Magazine. Sharon is a past chair of the New York City Bar Association’s Trusts, Estates and Surrogate’s Court Committee, and a past chair of the New York State Bar Association’s Trusts and Estates Law Section Taxation Committee. She served on the Board of the American Brain Foundation and was a member of its Finance Committee.

Prior to joining Wilmington Trust, Sharon was Managing Director at Lazard, the internationally renowned global investment banking and management company. As head of Wealth Advisory of Lazard Wealth Management, she led the delivery of all wealth advisory services. Before that, she headed the Estate department at Fiduciary Trust Company International. Sharon began her career as a trusts & estates attorney at Rosenman & Colin (now Katten Muchin Rosenman LLP).

Sharon, who holds U.S., British and Australian citizenships, earned a master of laws from the Boalt Hall School of Law at the University of California, Berkeley, received a bachelor of arts and a bachelor of laws from the University of New South Wales, Australia and is a Certified Divorce Financial Analyst.


By the Author

A Conversation with Estate Planning Hall of Famer Sharon Klein

Sharon L. Klein and William T. LaFond |
Wealth Planning

Bill LaFond, head of the mid-Atlantic Region and the Family Wealth division for Wilmington Trust Wealth Management, sits down with Sharon Klein, president of the Eastern U.S. Region for Family Wealth, to discuss her approach in advising successful families and individuals, and to learn what has made her so successful in her career.

View Video...


New York’s Latest Legislative Session: What Passed, What Didn’t, What’s Next

Sharon L. Klein |
Wealth Planning

 This article was published in the September 21 New York Law Journal Special Trusts & Estates section and provides a comprehensive review of trusts & estates-related legislative activity, specifically in New York, but the proposals often frame issues with which state legislatures across the country are now grappling.

Read More...


Video: The Best Advice I Ever Gave

Sharon L. Klein |
Wealth Planning
woman looking out of window

This roundtable discussion hosted by Family Lawyer Magazine features Sharon Klein and three other seasoned attorneys who share the best advice each has ever given in the family law setting. These highly respected professionals discuss their top tips for those maneuvering through divorce. If you’d like to read the article associated with this video, please download it here.

View Video...


The Issue with Issue: Rights of Posthumously Conceived Children

Sharon L. Klein |
Wealth Planning

This article reprint appeared in the September 2021 issue of Estate Planning magazine. With sophisticated storage techniques for genetic material and advances in medical technology, a child can be conceived after the death of one or both of the child’s genetic parents. The traditional context for the use of stored genetic material after death had generally involved sperm stored before the death of a cancer patient, who preserved it fearing infertility or death.

Read More...