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Business Capital Planning | Wilmington Trust: Wealth Advisory: Business Owners: Business Capital Planning
Wealth Advisory

Business Capital Planning

Managing and growing a successful business is more than a full time job, it's your life's work. Find out how Wilmington Trust can complement your banking and financing services with wealth management advice to ensure that your family, investment, and estate planning objectives are always part of your long-term, holistic plan.
Business Capital

Helping you prepare for the future

As you're building and growing your business, your banker and insurance specialist offer the deposit, lending, cash management, and insurance solutions you need. Our goal is to prepare you for the eventual sale or transition of your business well before the time comes.

Planning considerations include:
  • Ensuring that your will and other planning documents are current
  • Helping you take advantage of tax minimization strategies
  • Implementing family trusts

Talk to one of our planning professionals to ensure that your future success is on track while you're growing your business today.





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.

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