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Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), Wilmington Trust Asset Management, LLC (WTAM), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation’s international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank. Member, FDIC.

M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.

WTIA, WFMC, WTAM, and WTIM are investment advisors registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, WTAM, and WTIM is also available on the SEC's website at adviserinfo.sec.gov.

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.

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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

Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any security or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance that any investment, financial or estate planning strategy will be successful.

Wealth Management Solutions

The Well-Planned Executive

As a corporate executive, you’ve put significant time and energy into building your career, and the firm you work for. Now its time to find the right approach and team to support your unique wealth needs and goals.

You've spent years building your career and your wealth. You may have also taken on a significant financial risk, because most of your net worth may be represented by company equity, which often is illiquid and highly concentrated. Being proactive in planning for your cash flow and liquidity needs and determining the best approach to manage your concentrated stock position can help ensure you meet your financial and personal goals.

How should you be preparing today?

Watch this video to review important issues we believe you should be preparing for:

Planning considerations before and after a wealth creation event
Understanding cash flow changes and managing liquidity gaps
Diversifying for the long term and identifying your options for concentrated stock positions
Having a trusted partner who understands your unique needs and goals and can address any complexities or challenges

The well planned executive team

Meet our planning and investment specialists

We think you'll find the support and guidance to navigate the complexities of your wealth planning needs at Wilmington Trust, and you'll experience the level of service, understanding, and personal touch we're known for—meeting you wherever you are right now, and for tomorrow.

Attor Kludze

Senior Private Banker

Meghan Shue

Head of Investment Strategy

Bradley Crockett

National Director,
Advanced Financial Planning

Contact us to learn more about our comprehensive services for corporate executives.

Please complete the form below and one of our advisors will contact you.

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