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Wealth Planning for Corporate Executives | Wilmington Trust
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Families and Individuals
Business Owners
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Corporate Executives
Retirement planning
Concentrated stock and options strategies

Corporate Executives

You face distinct financial management and planning challenges because of your position as a successful executive. Talk to us about how we can help implement wealth planning strategies designed to help maximize your benefits.

An integrated approach to executive financial planning

Our services are designed to help you manage cash flow, implement stock option strategies, minimize income taxes, plan for retirement, customize your investment portfolio, and leave a legacy.

  • Retirement planning

    See how the right plan can help you maintain a comfortable and tax-efficient lifestyle during your retirement years.

  • Concentrated stock and options strategies

    Let us help you reduce risk, create liquidity, and defer taxes with your concentrated corporate stock.

  • Private banking

    Get the tailored credit solutions and deposit accounts you need to help leverage your purchasing power, meet your liquidity needs, manage your finances, and take advantage of opportunities as they arise.

  • Investment management

    Align your investment strategy with your current and future goals, guided by professional asset allocation advice.

Review your executive benefits plan with our experienced team to successfully position yourself for your retirement years.





Tony Lunger
Tony Lunger
Vice President
302-636-5103
Email Tony
Matthew Panarese
Matt Panarese
Vice President
302-636-5103
Email Matt
John Jornlin
John Jornlin
Vice President
302-636-5103
Email John
Contact an Expert
Related Insights
Transforming concentrated stock into a source of income and gifting
A case study for corporate executives
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Wilmington Trust is a registered service mark. Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation (M&T). Investment management and fiduciary services are provided by Wilmington Trust Company, operating in Delaware only, Wilmington Trust, N.A., a national bank, and M&T Bank. 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.

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.

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