Client Engagement
A full-service relationship
Our OCIO model goes beyond traditional investment advisory.
While investment advisory is the linchpin of our offering, some see us as an extension of their staff and we believe we can bring tremendous value with a variety of additive services.
Client-specific services
- Board education: Orientation for new board members
- Investment policy statements: development, implementation, and review
- Spending policy analysis: cash flow review and planning
- Custody, trustee, and cash management services
- Development insights: Topics include fundraising, planned giving, donor education, etc.
- Fundraising and development peer reviews
- Board endowment tutorials and trends updates
Research and thought leadership designed for the institutional client
Philanthropic speaker series: Series of virtual and hybrid webinars designed to address topics tailored to an institutional and nonprofit audience. Sample topics:
- Planned giving
- Donor advised funds
- Legacy societies
- ESG (environmental, social, and governance)
- DEI (diversity, equity, and inclusion)
White papers: Educational research designed to support our institutional and nonprofit clients, prospects, and network. Sample topics:
Customized research: Client-specific studies on a variety of topics related to investing, governance, development, peer comparisons, and more.
Personal access to subject matter specialists across a variety of disciplines
- Economics, traditional and nontraditional asset classes, manager research, investment strategy, and portfolio construction—including implementation of asset class views through a variety of passive, active, and factor-based solutions.
- Endowments and foundations
- Sustainable investing
- Emerald Family Office & Advisory, which specializes in complex capital transitions for a variety of enterprises and structures.
Wilmington Trust Emerald Family Office & Advisory™ is a registered trademark and refers to wealth planning, family office and advisory services provided by Wilmington Trust, N.A., a member of the M&T family. Wilmington Family Office is a service mark for an offering of family office and advisory services provided by Wilmington Trust, N.A.
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