Wealth Management Services
Advisory Lending Solutions
Your goal may be the acquisition of artwork, a yacht, or an aircraft. You may be contemplating how to finance capital calls or an investment in a business or have another unique financing need. Or, you may be thinking about how to create liquidity for estate planning purposes. Our Private Bankers can provide advice and customized options to help you reach your goals.
A customized solution often requires a deeper understanding
Utilizing leverage strategies can help preserve your legacy and facilitate the efficient transfer of wealth. The ability to access a range of customized credit solutions can be a vital part in the implementation and maintenance of your wealth plan.
Your Wilmington Trust advisory team can work with you, your CPA, and other experts to develop a deeper understanding of your goals. We can analyze your balance sheet, cash flow, financial and estate plans, and tax implications to structure the best options for you.
A dedicated Private Banker, as part of your larger Wilmington Trust team, can help you access capital to meet your immediate needs. We can evaluate loans against assets held in partnerships, LLCs, and trusts, including planes, yachts, privately held investments, art, real estate, and more.
Learn how our collaborative approach can help you craft a customized financing strategy that's right for your circumstances.
Credit is being offered by M&T Bank, member FDIC. Certain restrictions and terms and conditions apply. All securities and accounts are subject to eligibility requirements.
Credit secured by marketable securities can increase your level of market risk and is not limited to the collateral value in your pledged account If your securities decline in value or your variable interest rate increases, you may be required to pay down on your loan or deposit additional securities as collateral. If you are unable to meet a collateral call, your securities can be liquidated without advanced notice. The sale of pledged collateral may cause you to suffer adverse tax consequences which you should discuss with your tax advisor prior to pledging securities as collateral.
This is not a commitment to make a loan. All loans and lines of credit are subject to credit approval. Additional terms and conditions may apply, depending on the type of collateral and other terms offered or chosen.