Sharon L. Klein is President of Family Wealth, Eastern Region, for Wilmington Trust, N.A. She is responsible for coordinating the delivery of all Wealth Advisory Services by teams of professionals, including planning, trust, investment management, family governance and education, family office, and private banking services, to high net worth clients in the Eastern United States.
Klein has over 25 years of experience in the wealth advisory arena and is a nationally recognized speaker and author. She has spoken for many leading professional organizations and is frequently featured or quoted in publications such as the Wall Street Journal, The New York Times, Estate Planning Magazine and Trusts & Estates Magazine.
Klein is a Fellow of the American College of Trust and Estate Counsel and a member of New York Bankers Association Trust & Investment Division Executive Committee, The Rockefeller University Committee on Trust and Estate Gift Plans, the Professional Advisory Council of the Anti-Defamation League, the Estates, Gifts and Trusts Advisory Board for The Bureau of National Affairs and the Thomson Reuters Trusts & Estates Advisory Board. She is a past Chair of the New York City Bar Association’s Trusts, Estates and Surrogate’s Court Committee, a past Chair of the New York State Bar Association’s Trusts and Estates Law Section Taxation Committee, and a member of the New York City Bar Association’s Matrimonial Committee. In June, 2018, Klein was honored by the UJA-Federation of New York Lawyers Division for her contributions to the Trusts & Estates community and the community at large.
Prior to joining Wilmington Trust, Klein was Managing Director and Head of Wealth Advisory at Lazard Wealth Management, where she led the delivery of all Wealth Advisory Services. Before that, she headed the Estate Advisement department at Fiduciary Trust Company International. Klein began her career as a trusts & estates attorney at Rosenman & Colin (now Katten Muchin Rosenman LLP). Klein holds a Master of Laws from the Boalt Hall School of Law at the University of California, Berkeley, and received a Bachelor of Arts and a Bachelor of Laws from the University of New South Wales, Australia.