© 2024 M&T Bank and its affiliates and 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. (WTIA), Wilmington Funds Management Corporation (WFMC), Wilmington Trust Asset Management, LLC (WTAM), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation’s international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank. Member, FDIC. 
M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.
WTIA, WFMC, WTAM, and WTIM are investment advisors registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, WTAM, and WTIM is also available on the SEC's website at adviserinfo.sec.gov. 
Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.
M&T Bank  Equal Housing Lender. Bank NMLS #381076. Member FDIC. 
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  
Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any security or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance that any investment, financial or estate planning strategy will be successful.
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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
    Email Don
  • Alvina Lo
    Chief Wealth Strategist
    Email Alvina

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.

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