About the Author

Alvina H. Lo

Chief Wealth Strategist

Alvina is responsible for overseeing the wealth planning, strategic advice, and thought leadership services for Wilmington Trust’s Wealth Advisory division. She manages a national team of wealth strategists, financial planners, and thought leadership experts, who together, serve as advisors to high-net-worth individuals and families, business owners, entrepreneurs, and foundations and endowments.

Prior to joining Wilmington Trust, Alvina was the director and senior wealth planner for Citi Private Bank where she served as an advisor to both U.S. and international ultra-high-net-worth clients of the New York and cross-border markets. Previous to that, Alvina served as a wealth strategist with Credit Suisse Private Bank and managed the third party trustee platform. Earlier in her career, Alvina practiced law at Milbank Tweed Hadley & McCloy, LLP in the Trusts & Estates Group and served as a consultant for Deloitte Consulting and Scient Corporation.

Alvina holds a bachelor’s degree in Civil Engineering from the University of Virginia where she was a Thomas Jefferson Scholar. She received her J.D. from the University of Pennsylvania, where she was a member of the Law Review and Order of the Coif. She also holds a Professional Tax Certificate in Estate Planning from New York University School of Law. 

Alvina is a published author on estate planning matters and has lectured at the American Bar Association, New York City Bar, and Barron’s Top Women Advisors Summit. She is admitted to practice in the state of New York and New Jersey. She is also a member of the Society of Trust and Estate Practitioners (STEP) and is a member of Women In America, a professional development group. She is a regional committee co-chair of the Thomas Jefferson Scholarship Foundation for the University of Virginia. Alvina is bilingual and speaks fluent Chinese-Cantonese and basic Chinese-Mandarin.


By the Author

Getting the Facts Straight: Using the 199A Deduction

Alvina H. Lo |
Tax Reform
Getting Facts Straight NC.jpg

An overview of an important presentation at the 53rd Annual Heckerling Institute on the new IRC 199A deduction. IRC §199A is a new income tax deduction from the 2017 Tax Cuts and Jobs Act which, if applicable, offers a maximum 20% deduction on qualified business income from pass-through entities. If the deduction is applicable, it

Read More...


Tax Reform Insights eBook

Alvina H. Lo |
Tax Reform
Tax Reform EBook NC.jpg

Our series of Tax Reform Insights holistically examines how different aspects of planning were impacted under the new law.   Tax reform created many opportunities to help you plan for your legacy goals in the most tax advantaged way. Our eBook provides a compilation of all of the articles in the Tax Reform Insights This

Read More...


Webinar: Five Tax Reform Strategies for Family Business Owners

Alvina H. Lo |
My Business
Family Business NC.jpg

Wilmington Trust and Family Business Magazine hosted a business valuation webinar on August 8, featuring our own Alvina Lo and Jonathan Fitzgerald. The webinar provided a comprehensive look at how the sweeping changes enacted under the Tax Cuts and Jobs Act of 2017 impact business owners, including strategies on how to optimize the new tax advantages.  A

Read More...