Equal Housing Lender. Bank NMLS #381076. Member FDIC.
Wealth Management Services
Turn your dreams into a comprehensive plan that incorporates many 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, 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 mitigate 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 work towards achieving 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 gifting vehicles, such as a family foundation or charitable trust.
Divorce Planning
Learn how we seek to help protect your interests with guidance and sound financial solutions during the difficult time of divorce.
Education Planning
Build an education strategy that considers your overall financial situation 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 help you deepen your client relationships and potentially add value to your practice.
Speak with our advisors to develop a plan that can help you work towards achieving your unique objectives.
Contact a member of our team
Donald P. DiCarlo, Jr.
President, Wilmington Trust Emerald Family Office & Advisory
Alvina Lo
Chief Wealth Strategist
Wilmington Trust Emerald Family Office & Advisory® is a registered trademark and refers to wealth planning, family office, and advisory services provided by Wilmington Trust, N.A., a member of the M&T family. Wilmington Family Office is a service mark for an offering of family office and advisory services provided by Wilmington Trust, N.A.