When faced with a large or unexpected tax bill, you may be looking for ways to access liquidity without potentially disrupting your investments. Whether you filed for the October 15th tax extension or want to get ahead of the 2025 tax season, a securities-based line of credit (SBL) may be an optimal liquidity solution to cover your tax liabilities. Learn more about how the strategic use of credit can be an important component of your overall wealth plan. #SecuritiesBasedLending #SBL #TaxPlanning Borrowing with securities as collateral involves certain risks and is not suitable for everyone. A complete assessment of your individual circumstances is needed when considering a securities-based loan. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any financial product 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 the any investment, financial or estate planning strategy will be successful. Investing involves risks, and you may incur a profit or a loss. Wilmington Trust is not authorized to and does not provide legal, accounting or tax advice.
About us
Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations. Our guidance has helped generations of families and businesses thrive, backed by the sound experience of our professionals and a forward-looking mindset. WEALTH MANAGEMENT We offer an array of services delivered through an integrated approach that takes all of your financial concerns into consideration. As part of the M&T Bank family, one of the most financially sound and successful bank holding companies in the U.S. financial services industry, our capabilities are vast—yet our approach is personal, attentive, and trustworthy. GLOBAL CAPITAL MARKETS We are a leader in corporate trust services, serving on some of the largest and highest profile transactions. Due to our non-creditor role in transactions, we can act as a neutral, impartial trustee, or agent, taking a creative and collaborative approach to making your transaction a success. Whether issuing or restructuring debt, contemplating an M&A transaction, participating in a loan syndication, or establishing a special purpose vehicle, we are strategically located in the most convenient financial hubs to seamlessly serve your needs. INSTITUTIONAL RETIREMENT SERVICES Our broad-based retirement advisory services including, 401(k) investment vehicles, directed trustee, and custody solutions are designed to meet the needs of plan sponsors and financial advisors. Through our collective investment trust portfolio program, corporate retirement plans can benefit from our corporate trustee and investment management experience. 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.
- Website
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http://www.wilmingtontrust.com
External link for Wilmington Trust
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Wilmington, DE
- Type
- Public Company
- Founded
- 1903
- Specialties
- Wealth Management, Global Capital Markets, Investment Management, and Institutional Retirement Services
Locations
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Primary
1100 North Market Street
Wilmington, DE 19890, US
Employees at Wilmington Trust
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Alvina Lo
Chief Wealth Strategist, Executive Vice President at Wilmington Trust | M&T Bank
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Jamie Hickman
Senior Vice President at Wilmington Trust
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Adrienne Burke
Dynamic, engaged, and caring wealth management leader with a background in marketing, sales, client experience, and strategic events
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Sloan Saverine
Updates
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Creating a strong risk culture across an organization is essential when setting the stage for long-term sustainable growth. Alvina Lo, Chief Wealth Strategist, recently shared insights with Forbes on the importance of encouraging collaboration among departments. Oftentimes, the risk department is viewed as being too conservative while the business lines too aggressive – impacting collaboration and business outcomes. #RiskCulture #BusinessStrategy #Leadership
Council Post: 20 Benefits Of Creating A 'Risk Culture' In Your Organization
social-www.forbes.com
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As we approach the end of 2024, it's important to revisit your tax and estate plans to make sure you are ready for what may lie ahead. To assist you on this journey, Wilmington Trust's Chief Wealth Strategist Alvina Lo will be moderating a webinar featuring Wealth Planning Team Leader Matthew Mancini, CFP ®, ChFC ®, AEP® and National Director, Delaware Trust Planning Jeffrey Wolken to discuss how a shifting economy, election year, and potential tax legislation changes down the road make it even more important than ever to be sure your plan is well-positioned for what’s ahead. Register here: https://lnkd.in/eUCdKKca
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Discover how investments in digital infrastructure—like data centers, cloud platforms, and cybersecurity systems—are driving U.S. economic growth and global competitiveness. Wilmington Trust’s insightful article explores the critical role of technology in enhancing productivity and market share. Learn about the key elements of digital infrastructure and their impact on future economic growth: https://lnkd.in/eqNkTHaR #DigitalInfrastructure #USEconomy #Investment
Digital Infrastructure: Investment in U.S. Economic Exceptionalism
wilmingtontrust.com
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The supply of credit assets for investors is changing. Secondary markets are adding liquidity to historically illiquid private credit. Our latest article provides a comprehensive view of how the loan market is evolving. https://lnkd.in/eJFyeV-3 #privatecredit #loanmarketinsights
The Changing Supply of Credit Assets
wilmingtontrust.com
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Please join Wilmington Trust Director of Wealth Strategies, Diane "Dolly" Donnelly, at the Vermont Chamber of Commerce meeting on Oct. 24 from 8:00-10:30am EDT at The Hub CoWorks in Rutland, VT. Dolly’s presentation will be “Estate Planning for Business Owners: Foundational Estate Planning & Buy-Sell Agreements.” For more information or to register: https://lnkd.in/ev8ypwUf
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Following Friday morning’s stronger-than-expected September jobs report, Wilmington Trust’s Head of Investment Strategy Meghan Shue joined CNBC's “Money Movers” program and discussed her overall outlook for the stock market, the Fed’s next steps, and her take on the likelihood (or unlikelihood…) of a recession. For a look at the whole interview, take a look at the link below:
Friday's jobs report is not a 'game changer' but recession risk is low, says Wilmington Trust's Shue
cnbc.com
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Please join Wilmington Trust’s National Director of Delaware Trust Planning, Jeffrey Wolken as he speaks at the Delaware State Bankers’ Association’s Delaware Trust Conference on Oct. 28-29 to be held at the Chase Center on the Riverfront in Wilmington, DE. Jeff’s panel will be “Creditors, Predators and Modern Asset Protection Planning.” For more information on this gathering, or to register, visit: https://lnkd.in/exyZ_d5q
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Wilmington Trust is delighted to announce that Alan Geraghty, our Senior Director of Global Capital Markets Product Management, is celebrating his 20th anniversary with the company. Alan first established our European Global Capital Markets Business in Dublin, Ireland with a focus on SPV Management and has been instrumental in expanding our European corporate trust offerings over the last 20 years. Congratulations to you, Alan, as we celebrate you this week!
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Please join Wilmington Trust’s Chief Wealth Strategist, Alvina Lo, at the American Bankers Association's Advanced Wealth and Trust School conference in Atlanta. Alvina will be speaking on two panels: “Understanding Generational, Gender and Cultural Characteristics in Managing Wealth,” and “Managing the Dynamic Nature of Client Financial Needs.” For more information, or to register for this year’s conference, visit: https://lnkd.in/eQTJy6FR
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