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W••••••••• T•••• F••••• O••••• G•

Outsourced family office provider· Greenville, DE

Outsourced family office provider, based in Greenville, DE.

Composed from this office's classification, location and record.

Foundation assets
$18.0M
Form 990-PF
Find similar officesMandate
As of · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 13 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 90% · 23 observations · 3 sourcesShow
Outsourced family office providerVerified Sep 13, 2026 (9 days ago)0 people · 0 investments · 0 public positions · 2 events

Why this class: This is W••••••••• Trust's Family Office group, a bank division selling outsourced family office services to many wealthy families..

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Profile completeness 25% (low value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Outsourced family office provider
Description
••• Locked
Headquarters
Greenville, DE
Office address
unknown
Business phone
unknown
Website
w•••••••••.com
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$18.0M across 1 related private foundation, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale
Reported office AUM: unknown. Related foundation assets $18.0M. These are different facts and are never added together.
Classification history
  • Sep 13, 2026Outsourced family office provider 90%This is W••••••••• Trust's Family Office group, a bank division selling outsourced family office services to many wealthy families.Factverifiedw•••••••••.com“••• Locked”
  • Sep 12, 2026Single family office (probable) 60%named as the family office administering 1 private foundation(s) with $13,484,186 in assets (IRS in-care-of)Inference
Team
show
No current professionals on the record.
Office contact points
W••••••: ••• Locked (published by the subject) w•••••••••.com
Signals and timeline
2show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 2 events. 13F position changes are under Public stakes and holdings.

Investment mandate
show
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Nothing to infer from.
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
show
Form 13F holdings
No 13F filing on the record for this office.
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
1show
Sources and evidence
23show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 23 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
no components; scored 0
Data confidence
+10 w••••••
+10 d•••••••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+6 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($17,951,035)
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+0 r••• (1853)
Mandate confidence
no components; scored 0
Identity confidence
+90 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 23 observations
FactValueEffectiveSourceClass
Description••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.comFact
Description••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.comFact
Description••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.comFact
Description••• LockedSep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.comFact
Description••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.comFact
Description••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.comFact
Foundation ico signalJ••• a•• A•••• F••••••• C••••••••• T•Jun 1, 2025IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
News readnews-fo-1Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.comFact
Office type (stated)Outsourced family office
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.comFact
Website••• Locked
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.comFact
Website••• LockedSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) w•••••••••.comInference
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.comFact
Website readsite-fo-3Sep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.comFact
Website title••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.comFact
Website title••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.comFact
Website title••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.comFact
Website title••• LockedSep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.comFact
Website title••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.comFact
Website title••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.comFact

Not yet on record: direct investments, decision makers, last deployment.