M&T Bank : Family Wealth Services
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Family Wealth Services

M&T Bank offers multi-generational family wealth planning services through a relationship management team of experienced professionals for individuals and families with net worth greater than $20 million.

Offering Highly Responsive Client Service and Relevant Wealth Advisory Solutions
M&T Bank strives to be a partner and advocate for each client by building rapport and trust. We use a consultative approach in coordinating a comprehensive range of wealth management solutions and advice, customized to meet each client’s objectives.  

Our family office services include:

Contact Us
Learn more about our family wealth planning and family office services for high net worth individuals and families. Please call Anna Smith, Group Vice President, at 1-410-244-4657.

Investment and Insurance Products: • Are NOT Deposits • Are NOT FDIC-Insured • Are NOT Insured
By Any Federal Government Agency • Have NO Bank Guarantee • May Go Down In Value

   
Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank.
 
M&T Securities, Inc. is licensed as an insurance agent and acts as agent for insurers. Insurance policies are obligations of the insurers that issue the policies. Insurance products may not be available in all states.
 
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