Wealth Advisory Solutions for Business Owners
Wealth Advisory
Business Owners

Wealth Advisory

Business Owners

Integrating your business and personal finances can be difficult when you're focused on running a successful enterprise. But without that synergy, sustaining your legacy may be a challenge in your retirement years.

Our team provides strategic advice on all aspects of business, personal, and wealth planning, implementing the right mix of services to meet your complex needs. We strive to ensure that your pre-sale liquidity planning and personal wealth solutions are working in tandem to your ultimate benefit.

Business Exit/Succession Planning
What do you plan to do with your business when you're ready to retire? Our experts provide guidance on finding the right path for the future of your business.

Pre-sale Liquidity Planning
Do you have the right strategy in place to execute the sale of your business? We've helped business owners take this important step for generations – we can do the same for you.

Post-sale Investment Strategies
After you sell your business, how will you achieve a steady income stream and create a tax-efficient long-term investment strategy? Let our skilled investment advisors assist.

Estate and Wealth Transfer Planning
Is your plan structured to provide the maximum benefit to your heirs – or will estate taxes be a burden for your spouse or children? Our experts can advise.

Private Banking
Can you meet your personal liquidity needs quickly to take advantage of opportunities as they arise? Our private bankers offer custom credit solutions.

Family Office Services
Are you successfully managing your complex, multi-disciplinary wealth management issues in the most effective way? Our family office team can coordinate all of your financial and life management affairs.

Speak to an expert
Case Study

Managing the Complexities of Selling a Business
Helping a business owner minimize tax liabilities, provide an income stream for life, and benefit heirs for generations.

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M&T Bank. Investment Services, Wealth Advisory and Corporate & Institutional products and services are offered by Wilmington Trust Company,
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