Design your personal roadmap for each stage of your journey
You may know where you want your wealth to take you—but how will you get there? Through a dynamic and interactive process, we can help bring your vision to life.
Three levels of planning based on your needs and complexity
Every Wilmington Trust client receives this complimentary level of planning through your wealth advisor. Foundational Planning is an important first step that may include an analysis of your assets and liabilities, income and expenses, retirement planning, investment portfolio, and insurance and risk mitigation. With this view, we can formulate a foundation on which your wealth and goals can evolve.
As the complexity of your wealth grows, so may your need for more specialized solutions. Our Specialized Planning services can leverage the extensive experience of our full wealth planning team to deliver custom advice on issues such as estate planning, divorce and matrimonial planning, business succession, family governance, tax-efficient gifting, and more.
For even more significant needs that extend beyond Foundational and Specialized Planning solutions, our Advanced Planning Platform, delivered by our Emerald Family Office and Advisory® team, can help bring you the clarity you need to make smart decisions. Solutions include our virtual family office platform, advanced financial reporting, strategic planning, family legacy and education services, and concierge services and solutions.
Explore our comprehensive planning services
Developing a philanthropic plan helps to promote family values and social responsibility while leveraging the tax-deductible nature of charitable gifts. Our team offers guidance on the different benefits of a variety of strategies, including: charitable trusts; outright gifts of appreciated securities; and private/family foundations.
Planning for the future and working to ensure that your wishes will be carried out doesn't have to keep you up at night. We can review your assets to be sure they are invested appropriately for your specific needs and provide guidance on how your wealth transfer plan is structured, including the use of trusts.
Facing a divorce brings many emotional as well as financial concerns. Being well-informed of your options during the difficult time of divorce may position you for success. As you segue from one chapter of your life to the next, we can help you address many pressing financial and planning considerations.
When it comes to transitioning your business, planning for the next generation of owners and managers well in advance usually leads to better operational, financial, and tax outcomes, whether the transition involves a sale to an outside buyer, passing to the next generation of family, or selling to employees. We can help you assess the options and prepare for a successful exit.
Building a strong financial future takes many components—but it all starts with a clear vision and a solid plan
We have a deliberate approach to engaging with our clients, a dynamic process we call LIFE that helps keep your wealth goals aligned as your life evolves.
Have a Wealth Management question?
We want to hear from you! Get in touch with one of our Wealth Management professionals today.
*Wilmington Trust is not authorized to and does not provide legal, accounting, or tax advice. Our advice and recommendations provided to you are illustrative only and subject to the opinions and advice of your own attorney, tax advisor, or other professional advisor.
Our approach
Personal, local touch
Our advisors are by your side, listening to your aspirations and offering trusted guidance to help bring your wealth plan to life
Comprehensive solutions
Your inclusive wealth plan incorporates the myriad facets of your wealth management needs, carefully coordinated, and transparently executed
Skilled, seasoned team
Our team has deep rooted experience working with complex individual, business, and family situations, bringing a diversity of backgrounds, skills, and knowledge to your relationship
Have a Wealth Management question?
We want to hear from you! Get in touch with one of our Wealth Management professionals today.
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