Wilmington Trust

Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Wealth Management/Wealth Planning
Wealth Management
Wealth Management
Wealth Planning

Turn your dreams into a comprehensive plan that incorporates all facets of wealth management.

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.

Estate Planning

Transfer wealth to your heirs in a tax-efficient manner, protect your family and business, and carry out your charitable wishes. Our experienced estate planning specialists can develop a plan that helps you achieve your goals.

Philanthropic planning

Make a difference in the lives of others through a tax-efficient charitable giving strategy. We can help you preserve your family's legacy by setting up the right gifting vehicles, such as a family foundation or charitable trust.

Divorce planning

Learn how we can help protect your best interests with guidance and sound financial solutions during the difficult time of divorce.

Insurance planning

Create an insurance plan that helps you minimize tax liabilities and protect your loved ones. We can integrate an insurance strategy into your estate plan to help preserve your assets.

Education Advisory Services

Build an education strategy that considers your complete financial picture and is compatible with your children's academic goals. We can help you explore funding options and provide guidance on navigating the college decision process from start to finish.

Planning for Business Owners

Lead your business with confidence, knowing you have a strong financial strategy in place – one that takes into account your investments, insurance, wealth transfer, and succession planning needs. Our team has the experience to guide you throughout the life of your business and beyond.

Planning for Corporate Executives

Discover prudent strategies to help reduce risk, create liquidity, and minimize taxes, especially if much of your wealth is concentrated in corporate stock. We can explore options to manage your investments, plan for retirement, and leave your desired legacy.

Speak with our advisors to develop a plan that can help you achieve your unique objectives.

Alvina H. Lo
Alvina H. Lo
Chief Wealth Strategist
Don DiCarlo
Don DiCarlo
Head of Strategic Planning Advice
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© 2020 Wilmington Trust Corporation and its affiliates. All rights reserved.

Wilmington Trust is a registered service mark, used in connection with various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management, and other services, offered to trust, individual, and institutional clients by certain subsidiaries and affiliates of Wilmington Trust Corporation. Such subsidiaries and affiliates include, but are not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (operating in Delaware only), Wilmington Trust, N.A., Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Wilmington Trust Corporation is a wholly-owned subsidiary of M&T Bank Corporation.

International corporate and institutional services are offered through Wilmington Trust Corporation's international affiliates.

Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.

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

Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank, Wilmington Trust Company, or Wilmington Trust, N.A.

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

M&T Bank, Member FDIC and Equal Housing Lender NMLS #381076 Equal Housing Lender

 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