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
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.