Legacy Capital Planning for Business Owners | Wilmington Trust
Wealth Advisory

Legacy Capital Planning

Once your business is sold or transitioned, it's time to implement trust and planning strategies to transfer your wealth to the next generation. Explore the many ways you can preserve wealth for your heirs, support your favorite causes, and reduce your tax burden.
Legacy Capital

Managing and transferring personal wealth

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

Strategies include:
  • Lifetime credit shelter trusts
  • Grantor retained annuity trusts
  • Charitable trusts
  • Asset protection trusts
  • Dynasty trusts
  • Simple gifts and loans
  • Educational funds
  • Family governance and education

Talk to one of our planning professionals to find out how you can leave a legacy for your heirs and charitable causes.





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
Related Insights
Holistic planning for family business owners
Wealth transfer and diversification strategies
Capital transitions video series
Help make the sale or transition of your business as seamless as possible
Help  |  Site Map  |  Privacy / Security  |  Terms of Use  |  Careers  |  Locations  |  Wilmington Trust Investment Advisors  |  Wilmington Funds  |  WTRIS  |  M&T Bank  |  Press Releases  |  Login

Need help, visit our Contact Us page.

© 2015 Wilmington Trust Corporation and its affiliates. All rights reserved.

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.

M&T Bank, Member FDIC and Equal Housing Lender NMLS #381076 Equal Housing Lender