Hamburger Menu Search Button Wilmington Trust Logo WEALTH MANAGEMENT SERVICES Turn your dreams into a comprehensive plan that incorporates all facets of wealth management. You may know where you want your wealth to take you—but how will you get there? Through a dynamic and interactive process, we can help bring your vision to life. Planning for Business Owners Lead your business with confidence, knowing you have a strong financial strategy in place – one that takes into account your investments, insurance, wealth transfer, and succession planning needs. Our team has the experience to guide you throughout the life of your business and beyond. Planning for Corporate Executives Discover prudent strategies to help reduce risk, create liquidity, and minimize taxes, especially if much of your wealth is concentrated in corporate stock. We can explore options to manage your investments, plan for retirement, and leave your desired legacy. Families and Individuals Learn how our family wealth insights can help you sustain and grow what generations before you have built. Estate Planning Transfer wealth to your heirs in a tax-efficient manner, protect your family and business, and carry out your charitable wishes. Our experienced estate planning specialists can develop a plan that helps you achieve your goals. Philanthropic Planning Make a difference in the lives of others through a tax-efficient charitable giving strategy. We can help you preserve your family's legacy by setting up the right gifting vehicles, such as a family foundation or charitable trust. Divorce Planning Learn how we can help protect your best interests with guidance and sound financial solutions during the difficult time of divorce. Insurance Planning Create an insurance plan that helps you minimize tax liabilities and protect your loved ones. We can integrate an insurance strategy into your estate plan to help preserve your assets. Education Planning Build an education strategy that considers your complete financial picture and is compatible with your children's academic goals. We can help you explore funding options and provide guidance on navigating the college decision process from start to finish. Professional Advisors Use our considerable wealth management resources to deepen your client relationships and add value to your practice. Speak with our advisors to develop a plan that can help you achieve your unique objectives. Contact an expert Donald P. DiCarlo Senior Vice President & Chief Planning Officer Email Don Alvina Lo Chief Wealth Strategist Email Alvina Related Insights Are You Prepared for the Unexpected? Wealth Planning If you don't have a comprehensive estate plan in place, the results could be disastrous Read Article Making Sense of Spousal Trusts Carlo Lombardi | Wealth Planning One of the most effective ways to provide for your spouse after your death Read Article Connect Search Contact Locations Help Follow Us Our Firm Our Advantage Investor Relations Newsroom Careers CLIENT LOGIN Webfolio WT365 WTIA Cash reporting Wilmington Funds M&T Bank Privacy & Security Terms of Use Site Map Disclosures: © 2021 M&T Bank Corporation and its subsidiaries. All rights reserved. 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. 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