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Legacy Capital Planning for Business Owners | Wilmington Trust: Wealth Advisory: Business Owners: Legacy Capital Planning
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.





Bruce Hoffmeister
Bruce Hoffmeister
Wealth Strategist
John Lindak
John Lindak
Manager, Business Valuation Services
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Wilmington Trust is a registered service mark, used in connection with various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management, and other services, offered to trust, individual, and institutional clients by certain subsidiaries and affiliates of Wilmington Trust Corporation. Such subsidiaries and affiliates include, but are not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (operating in Delaware only), Wilmington Trust, N.A., Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Wilmington Trust Corporation is a wholly-owned subsidiary of M&T Bank Corporation.

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.

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 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