Wealth Management Services
Personal Capital Planning
When it's time to execute your exit strategy from your business, whether you keep it in the family or sell, you may need to align your personal finances to support your lifestyle and provide for your heirs in the future. Discover how Wilmington Trust can help you transition your business capital to personal capital through a variety of strategies.
Business capital is defined as the money available to pay for day-to-day operations and to fund future growth. Personal capital are the financial resources or personal wealth belonging to a particular person. Legacy capital is the wealth a person hopes to pass on to his/her heirs.
Pursuing a seamless transition
Well before it's time to transition your business, our planning team can work with you to explore an effective exit strategy. Whether you plan to sell the business outright to a third party, sell to business partners, or transition to family members, we can work with your investment banker to help you prepare for your future, taking your personal wealth plan into consideration as part of the process.
Post-sale planning considerations:
- Determine cash flow needs
- Implement short-term investment strategies
- Develop long-term investment policy statement and construct portfolio
- Revisit estate planning documents
Find out how Wilmington Trust works to help make the transition of your business as seamless and stress-free as possible.
Contact one of our team members
Wilmington Trust Company operates offices in Delaware only. Note that a few states, including Delaware, have special trust advantages that may not be available under the laws of your state of residence, including asset protection trusts and directed trusts.