About the Author

Marguerite C. Weese

COO, Emerald Family Office & Advisory
National Director, Family Legacy Strategies

Marguerite serves as chief operating officer of Wilmington Trust’s Emerald Family Office & Advisory, which provides a robust platform of strategic advisory services and solutions for successful executives, entrepreneurs, and their families. The Emerald team guides clients in the creation, implementation, and execution of complex financial, estate, and succession plans.

In her role as national director of Family Legacy Strategies for Emerald, Marguerite is responsible for the development and delivery of strategic advice offerings that provide personal wealth planning to high-net-worth individuals and their families through the design and implementation of their estate, business succession, and family legacy plans. She oversees a national team of wealth planners, analysts, and family legacy advisors.

Prior to joining Wilmington Trust, Marguerite was an associate in Pricewaterhouse-Coopers’ personal financial services group in their Philadelphia office. She holds a JD and master of laws (LL.M.) in taxation from Villanova University’s Charles Widger School of Law and earned her bachelor’s of science and bachelor’s of arts degrees from the University of Maryland, College Park.

Marguerite has been recognized by the American Bankers Association as a member of the 40 Under 40 in Wealth Management, Class of 2021. She has been teaching estate planning at Philadelphia-area law schools and is currently an adjunct professor at Drexel University’s Klein School of Law. She is a past member of the Philadelphia Bar Association’s Probate and Trust Section’s Executive Committee and has co-chaired the section’s tax committee. Marguerite previously served as vice chair of the board of directors for WOMEN’S WAY.


By the Author

Why You May Need a Family Business Employment Policy

Marguerite C. Weese |
Emerald GEMs

March 23, 2021—If your business employs family members, or if you are thinking about hiring relatives for the first time, consider the benefits of a family business employment policy. Not only can a well-thought-out policy lead to greater family harmony, but it can set up your employees—and your business—for greater success as well.

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Episode 12: Preparing Your Family Business for the Next Crisis

Marguerite C. Weese |
Emerald GEMs

July 21, 2020—The unexpected arrival of the COVID-19 pandemic created much disruption for families and businesses alike. Now is the time to ask: What can I do to better prepare my family and our business for the next potential crisis? National Director of Family Legacy Strategies Marguerite Weese discusses the importance of taking the time to equip your family with the tools they need to weather the next storm.

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Don’t Let the Next Crisis Jeopardize Your Family Business

Marguerite C. Weese |
Wealth Planning
toondelamour

No matter what role you play in owning and running your business—the entrepreneur, the CEO of an established business, or somewhere in between—you may often be so focused on building and growing the business that you’ve forgotten that your most important role is to protect what you’ve already built.

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Episode 1: Powers of Attorney and Health Care Proxies

Marguerite C. Weese |
Emerald GEMs
45305_Emerald GEMS Expanded (002).jpg

May 5, 2020—In this time of uncertainty, many are anxious about what they need to do to ensure their affairs are in order. What do I do if I get sick or I’m quarantined? Who will handle my affairs? How do I even get these documents signed? National Director of Family Legacy Strategies, Marguerite Weese, provides some valuable guidance as you consider the importance of keeping your key documents up to date, particularly during these turbulent times.

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Creative Trust Planning for Real Estate Developers

Marguerite C. Weese and Donald P. DiCarlo |
Wealth Planning
Real Estate Investor NC.jpg

Tax reform passed in 2017 created major changes and opportunities for high-net-worth taxpayers, particularly those who are real estate developers. Planning for the ultimate continuation or sale of your business is as important as growing your business. From a strategic planning perspective, real estate developers may want to consider targeted trust strategies.

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