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Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Business Owner Advisory Services–Wealth Advisory | Wilmington Trust: Wealth Advisory: Business Owners
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Planning for Business Owners

Business Owners

Leading a successful enterprise takes the majority of your time and dedication. You need the right team in place to not only manage your entire financial situation, but to anticipate times of transition. Founded by a family business leader more than a century ago, Wilmington Trust has the experience to help guide you through times of growth and succession.

Providing transition advice before key events occur

Our relationship-based approach to serving your capital needs addresses the key areas of transition throughout the lifecycle of your business.

Business capital

Learn how our wealth management advice can help you prepare for the future while you're running your business today.

Personal capital

Let us help you execute your exit strategy from the business, while ensuring that your personal finances are aligned to support your lifestyle during retirement and to provide for your heirs in the future.

Legacy capital

Explore longer-term legacy planning strategies to provide for your grandchildren and other heirs and support your charitable causes.

Talk to us about how we can make it easy for you to plan now for each important stage in the life of your business and beyond.





John Lindak
John Lindak
Manager, Business Valuation Services
Stuart Smith
Stuart Smith
National Director, Business Value Strategies
Don DiCarlo
Don DiCarlo
Chief Planning Officer
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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), 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.

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.

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  • Are NOT Deposits  • Are NOT FDIC Insured  • Are NOT Insured By Any Federal Government Agency  • Have NO Bank Guarantee  • May Go Down In Value