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Marguerite Weese serves as chief operating officer of Wilmington Trust 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, accountants, 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 bachelor’s degrees from the University of Maryland, College Park.
