Business Owner Advisory Services?Wealth Advisory | Wilmington Trust
Business Owners

Business Owners

Leading a successful enterprise takes the majority of your time and dedication. You need the right team in place to not only manage your entire financial situation, but to anticipate times of transition. Founded by a family business leader more than a century ago, Wilmington Trust has the experience to help guide you through times of growth and succession.

Providing transition advice before key events occur

Our relationship-based approach to serving your capital needs addresses the key areas of transition throughout the lifecycle of your business.
  • Business capital

    As you're building and growing your business, we complement your banking and financing services with wealth management advice to ensure that your family, investment, and estate planning objectives are always part of your long-term, holistic plan.

    Solutions include: banking, lending, insurance, cash management, investments, custody, entity management, employee benefits.
  • Personal capital

    When it's time to execute your exit strategy from the business, whether you keep it in the family or sell, our goal is to see that your personal finances are aligned to support your lifestyle and provide for your heirs in the future.

    Solutions include: exit strategies, short- and long-term investments, cash flow planning, retirement planning.
  • Legacy capital

    As you consider your longer-term legacy planning, we'll implement your charitable intents and establish trusts for grandchildren and other heirs.

    Solutions include: gifting strategies, educational funds, dynasty trusts, and others.

Talk to us about how we can make it easy for you to plan now for each important stage in the life of your business and beyond.





Don DiCarlo
Don DiCarlo
Managing Director
302-636-5092
Email Don
Drew Horwitz
Drew Horwitz
Vice President
302-636-5092
Email Drew
Bruce Hoffmeister
Bruce Hoffmeister
Senior Financial Planner
302-636-5092
Email Bruce
Marguerite Weese
Marguerite Weese
Vice President
302-636-5092
Email Marguerite
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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.

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