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.
As the wealth area executive for the Mid-Atlantic region Bill is responsible for overseeing the teams that provide Wealth Management solutions to high-net-worth individuals and families in the Baltimore/DC, Philadelphia/Southern NJ, and Southern/Western PA regions. In addition, as head of Wilmington Trust’s Family Wealth division, Bill oversees the development and delivery of advice and services for many of the company’s largest and most prominent client families.
Bill has been with Wilmington Trust since 2004 and has more than two decades of experience helping successful families grow and preserve their wealth. Bill and his team advise clients regarding investment management, trust planning, risk management, business succession planning, and retirement planning. Previously, Bill established and led Wilmington Trust’s Greater Washington, DC and Central Virginia markets.
He holds a Juris Doctor from Seton Hall University School of Law and a bachelor’s degree in accounting from the University of Scranton.
Bill contributes his time to a number of charitable organizations, including service on the following boards and committees: the board of trustees of the Ministry of Caring; the finance committee of St. Benedict’s Preparatory School and the finance and investment committees of the Catholic Diocese of Wilmington.