About the Author

Marguerite Weese

Vice President and National Director of Fiduciary Planning

Marguerite is responsible for developing customized wealth management strategies and financial plans for Wilmington Trust’s most prominent individuals, families, and business owners. She works closely with other professional and family advisors to structure comprehensive financial plans to help clients meet their current objectives and achieve future personal and financial goals. Marguerite oversees the organization’s intergenerational family trust and estate educational offering.

Before joining Wilmington Trust, Marguerite was an associate in PricewaterhouseCoopers’ personal financial services group in their Philadelphia office.

Marguerite holds a Juris Doctorate and Master of Laws in Taxation from Villanova University’s Charles Widger School of Law, and earned her Bachelor of Science and Bachelor of Arts from the University of Maryland, College Park.

Marguerite is an adjunct professor at both the Charles Widger School of Law and Temple University Beasley School of Law. She is a member of the Philadelphia Bar Association’s Probate and Trust Section’s Executive Committee and an active participant in the Philadelphia Estate Planning Council. Marguerite is the Vice Chair of the Board of Directors for WOMEN’S WAY.

By the Author

Intentional Inheritance Planning

Marguerite Weese |
Wealth Planning

Learn three best practices to help families overcome fears of demotivation. Many wealth holders fear that the anticipation of inherited wealth will demotivate or disempower family members. The idea of discussing wealth transfer and inheritance issues can be daunting, but the rewards can prove significant when family members work together to improve communication and strengthen