Collaboration, not Competition
WILMINGTON TRUST WEALTH MANAGEMENT
Let's work together to provide your clients with the wealth management solutions they may need.
Aloha and welcome to the 2024 Hawaii Tax Institute 61st Annual Conference!
November 3-7, 2024
Sheraton Waikiki Resort, Honolulu, HI
The team you can count on to help enrich your client relationships.
Wilmington Trust understands that creating a deep connection with our clients is key to helping them reach their wealth aspirations. We’re here to help you do the same.
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Wilmington Trust's Featured Presenter
Chief Wealth Strategist Alvina Lo
Don’t miss Alvina's keen insights as part of two panel discussions, one during the main program, and the other during the China-U.S. Alliance program:
U.S. Track: Monday, November 4, 10:00 - 10:45 am
“Family Dynamics, Ethical Considerations and Intergenerational Conflict: Family Governance as a Tool for Preserving Family Wealth and Harmony”
Hear Alvina and a panel of prominent legacy planning professionals discuss some of the factors that can predict success or failure in the transition of family wealth. The panel will highlight several practical tools to help wealth advisors navigate this landscape. Learn about the significance of money beliefs and associations, the fundamentals of trust beneficiary communications, designing family meetings, and drafting family mission statements.
China Track: Tuesday, November 5, 8:00 – 9:15 am
“The Dynamics of a Family Office”
This session will discuss what a family office is and how it is generally viewed. More specifically, Alvina and her co-presenters will discuss the key functions of a family office, when a family office is appropriate, and the legacy, mission, and long-term goals of a family office.
Related Insights
Listen as Wilmington Trust's team reflects on the first half of 2024, and discusses what may lie ahead through the end of the year.
Listen as Alexa Broida, family legacy advisor for Wilmington Trust’s Emerald Family Office & Advisory® shares four ways to engage families in the estate planning process.
Jeffrey C. Wolken | Wealth Planning
Learn why Delaware is one of the premier jurisdictions for personal trusts.