Business Capital Planning | Wilmington Trust
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Business Capital Planning

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.





Don DiCarlo
Don DiCarlo
Managing Director
302-636-5092
Email Don
Drew Horwitz
Drew Horwitz
Vice President
302-636-5092
Email Drew
Bruce Hoffmeister
Bruce Hoffmeister
Senior Financial Planner
302-636-5092
Email Bruce
Marguerite Weese
Marguerite Weese
Vice President
302-636-5092
Email Marguerite
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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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