Sharon Klein Esq.

Managing Director of Family Office Services

Sharon Klein is Managing Director of Family Office Services and Wealth Strategies in the New York Metro Region for Wilmington Trust.
Ms. Klein has more than 20 years of experience in the areas of trusts and estates, and philanthropic planning. Previously, she worked for Lazard Wealth Management, where she served as managing director and head of Wealth Advisory Services. Before that, she headed the Estate Advisement department at Fiduciary Trust Company International, and was special counsel in the Trusts and Estates Department at Rosenman & Colin (now Katten Muchin Rosenman LLP).

Ms. Klein is a nationally-recognized speaker and author on trust and estate issues, and has been quoted in the New York Times, Wall Street Journal, New York Law Journal, and other publications.

Master of Laws, University of California, Berkeley, Boalt Hall School of Law
Bachelor of Arts and a Bachelor of Laws, University of New South Wales, Australia

Sharon L. Klein is a member of the Bloomberg BNA Tax Management Estate Tax Advisory Board.