Legacy Capital Planning for Business Owners | Wilmington Trust
Wealth Advisory

Legacy Capital Planning

Once your business is sold or transitioned, it's time to implement trust and planning strategies to transfer your wealth to the next generation. Explore the many ways you can preserve wealth for your heirs, support your favorite causes, and reduce your tax burden.
Legacy Capital

Managing and transferring personal wealth

As you consider your longer-term legacy planning, we'll implement your charitable intents and establish trusts for grandchildren and other heirs.

Strategies include:
  • Lifetime credit shelter trusts
  • Grantor retained annuity trusts
  • Charitable trusts
  • Asset protection trusts
  • Dynasty trusts
  • Simple gifts and loans
  • Educational funds
  • Family governance and education

Talk to one of our planning professionals to find out how you can leave a legacy for your heirs and charitable causes.

Don DiCarlo
Don DiCarlo
Chief Wealth Strategist and Group Leader
Email Don
Drew Horwitz
Drew Horwitz
Vice President
Email Drew
Bruce Hoffmeister
Bruce Hoffmeister
Senior Financial Planner
Email Bruce
Marguerite Weese
Marguerite Weese
Vice President
Email Marguerite
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Help make the sale or transition of your business as seamless as possible
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