Business Owner Advisory Services?Wealth Advisory | Wilmington Trust: Wealth Advisory: Business Owners
Wealth Advisory

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.

Don DiCarlo
Don DiCarlo
Chief Fiduciary Officer
Email Don
Drew Horwitz
Drew Horwitz
Vice President
Email Drew
Bruce Hoffmeister
Bruce Hoffmeister
Director of Wealth and Fiduciary Planning
Email Bruce
Marguerite Weese
Marguerite Weese
Director of Wealth and Fiduciary Planning
Email Marguerite
Related Insights
Holistic planning for family business owners
Wealth transfer and diversification alternatives
Don't leave the fate of your family business to chance
How to pass the torch on your terms
Risky Business
Protecting your company against threats
Help  |  Site Map  |  Privacy / Security  |  Terms of Use  |  Careers  |  Locations  |  Wilmington Trust Investment Advisors  |  Wilmington Funds  |  WTRIS  |  M&T Bank  |  Press Releases  |  Login

Need help, visit our Contact Us page.

© 2018 Wilmington Trust Corporation and its affiliates. All rights reserved.

Wilmington Trust is a registered service mark. Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation. Wilmington Trust Company, operating in Delaware only, Wilmington Trust, N.A., M&T Bank and certain other affiliates, provide various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management and other services. 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.

Wilmington Trust Investment Advisors, Inc., a subsidiary of M&T Bank, is a SEC-registered investment adviser providing investment management services to Wilmington Trust and M&T Bank's affiliates and clients.

 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  

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