Equal Housing Lender. Bank NMLS #381076. Member FDIC.
Wealth Management
Business Owners
Leading a successful enterprise can take the majority of your time and dedication. You may need a team in place to not only manage your financial situation, but to also help anticipate times of transition. Founded by a family business leader more than a century ago*, Wilmington Trust has the experience to help guide you through times of growth and succession.
Providing transition advice before key events occur
Our relationship-based approach to serving your capital needs can help address the key areas of transition throughout the lifecycle of your business.
Business Capital
Learn how our wealth management advice can help you prepare for the future while you're running your business today.
Personal Capital
Let us help you execute your exit strategy from the business, while working to help ensure that your personal finances are aligned to support your lifestyle during retirement and to provide for your heirs in the future.
Legacy Capital
Explore longer-term legacy planning strategies to help provide for your grandchildren and other heirs and work to support your charitable causes.
Talk to us about how we can make it easy for you to plan now for each important transition in the life of your business and beyond.
*Wilmington Trust traces its roots to the founding of Wimington Trust Company in 1903.
Contact a member of our team
Donald P. DiCarlo, Jr.
President, Wilmington Trust Emerald Family Office & Advisory
Stuart Smith
National Director, Business Value Strategies
John O. Campbell
Director, Multicultural and Diverse Owned Business Enterprise Program
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.