Renowned Focus - Business Owners - Wilmington Trust
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Business Owners

RENOWNED FOCUS
BUSINESS OWNERS

Our seasoned experts can provide you with strategic advice on all personal and professional financial challenges facing business owners in today's constantly changing environment.

You've built something that deserves the attention of an experienced team. Since our founding over a century ago, we've helped business owners like you plan for the future. Count on us for the specialized advice that generations have come to know from Wilmington Trust.
OUR RELATIONSHIP MANAGEMENT TEAM OFFERS YOU:

A unique combination of premier banking, lending, institutional services, and wealth management resources backed by over 100 years of expertise.

A mix of fiduciary, investment management, banking, and business services for pre-sale liquidity planning and personal wealth planning.

A holistic approach to ensure your business and personal finances are coordinated at all stages.

Retirement plans customized for your business.

Group benefit plans for your employees.

Don DiCarlo
Vice President, Managing Director | Wealth Advisory Services
Specializing in tax and estate planning, Don has over 14 years of experience in the wealth management and legal fields.


Mary Alice Avery
Vice President | Institutional Client Services
Mary Alice introduces corporate clients to our full array of investment management, captive insurance, entity management, and custody/safekeeping capabilities.


CONTACT AN EXPERT
Speak to an expert // 1-866-627-7853

WEALTH PLANNING FOR PRIVATELY-HELD BUSINESS OWNERS
Now that the American Taxpayers Relief Act of 2012 has passed, what are the implications for business owners and what are the expirations they should be aware of this year?


FAMILY BUSINESS: WEALTH TRANSFER AND STRATEGIC ALTERNATIVES
See why holistic planning is key for family business owners in today's low interest rate environment.
READ [PDF]


CAPTIVE INSURANCE 101
Captive insurance companies are still somewhat of a misunderstood alternative for organizations that do not currently operate one.
LEARN MORE

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Wilmington Trust is a registered service mark. Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation (M&T). Investment management and fiduciary services are provided by Wilmington Trust Company, operating in Delaware only, Wilmington Trust, N.A., a national bank, and M&T Bank. International corporate and institutional services are offered through Wilmington Trust Corporation's international affiliates. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank.

Wilmington Trust Investment Advisors, Inc., a subsidiary of M&T Bank, is a SEC-registered investment adviser providing investment management services to Wilmington Trust and M&T Bank's affiliates and clients.

 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, Wilmington Trust Company, or Wilmington Trust, N.A.

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.

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