Exit Move to Personal Capital Planning | Wilmington Trust
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Personal Capital Planning

Personal Capital Planning

When it's time to execute your exit strategy from your business, whether you keep it in the family or sell, you need to align your personal finances to support your lifestyle and provide for your heirs in the future. Discover how Wilmington Trust can help you effectively transition your business capital to personal capital through a variety of strategies.
Personal Capital

A seamless transition

Well before it's time to transition your business, our planning team will work with you to explore the most effective exit strategy. Whether you plan to sell the business outright to a third party, sell to business partners, or transition to family members, we'll work with your investment banker to ensure that you are well prepared. And that your personal wealth plan post-sale is a critical part of the process.

Post-sale planning considerations:
  • Determine cash flow needs
  • Implement short-term investment strategies
  • Develop long-term investment policy statement and construct portfolio
  • Revisit estate planning documents

Find out how Wilmington Trust can help make the transition of your business as seamless and stress-free as possible.





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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