About the Author

Alvina H. Lo

Chief Wealth Strategist

As part of the Wilmington Trust Emerald Family Office & Advisory team, Alvina is responsible for wealth planning, family office services, and thought leadership development for Wilmington Trust’s Wealth Management division. She oversees a national team of wealth strategists, family office services professionals, and thought leadership experts, who together, serve as advisors to high-net-worth individuals and families, business owners, entrepreneurs, and foundations.

Prior to joining Wilmington Trust, Alvina was a director at Citi Private Bank where she served as an advisor to U.S. and international ultra-high-net-worth clients. Previous to that, she served as a wealth strategist with Credit Suisse Private Wealth and practiced law at Milbank Tweed Hadley & McCloy, LLP. Earlier in her career, she was 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 JD 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 has been named as a recipient of the 2021 Outstanding 50 Asian Americans in Business Award by the Asian American Business Development Center. She also has been recognized by Crain’s New York Business as one of their Most Notable Women in Financial Advice in 2020. The honor recognizes leading women executives in New York City for their dedication to excellence in the financial industry and significant professional, civic, and philanthropic contributions. In addition, she was recognized as one of Worth’s Groundbreakers 2020: 50 Women Changing the World.

She is a published author and frequent lecturer at leading industry conferences for the American Bankers Association, American Bar Association, Delaware Trust Conference, Hawaii Tax Institute, and Barron’s Top Women Advisors Summit. She has been quoted in the New York Times, Wall Street Journal, Barron’s, Bloomberg, and Business Insider. She is also a member of the Society of Trust and Estate Practitioners (STEP) and Women In America, a professional mentoring group. She is active with the American Bankers Association as a Board member for Wealth Management and Trust and lecturer of the Trust School. She is currently Chair of the New York City Walentas Scholars Program for the University of Virginia. Alvina is bilingual and speaks fluent Chinese-Cantonese and basic Chinese-Mandarin.


By the Author

Estate Planning and Your Business: Prepping the Princess for the Party

Alvina H. Lo |
My Business
Estate Planning Alvina NC.jpg

Chief Wealth Strategist Alvina Lo shares her insights in a conversation with the Trusted Counsel on the intricacies of selling a business. She shares how many entrepreneurs and business leaders tend to put off thinking about selling their businesses, and what will happen to their assets without them, until it’s too late. The results of not planning are often felt by families as well as business partners.

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Webinar: Delaware Trust Advantages for Business Owners

Jeffrey C. Wolken and Alvina H. Lo |
My Business
DE Advantage for Bus Owners NC.jpg

Wilmington Trust and Family Business Magazine hosted a Delaware trust advantage for business owners webinar on October 10, featuring our own Alvina Lo and Jeff Wolken. The webinar provided a comprehensive look at the special challenges business owners face in structuring estate plans due to their needs for control, flexibility, asset protection, and confidentiality—and how a Delaware trust can be an excellent way to help address these important issues.

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Podcast: Is Your Business Ready to Sell?

Alvina H. Lo |
My Business
Pensive businesswoman reviewing graph and pie chart on window in office..jpeg

Wilmington Trust’s Chief Wealth Strategist, Alvina Lo, shares her insights on this podcast hosted by Trusted Counsel: In Process: Conversations about Business in the 21st Century. In this segment, Is Your Business Ready to Sell, Alvina discusses what business owners and their chief executives should be thinking about in order to get their businesses to a point where they’re ready to be sold.

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With Tax Overhaul, a Thornier Path to Divorce

Alvina H. Lo |
Wealth Planning
Alvina NYT Divorce Hero.jpg

In this recent New York Times reprint, Chief Wealth Strategist Alvina Lo shares her insights. With the rule on alimony and deductions changed, so must the strategy of couples parting ways.In particular, couples going through a divorce should re-examine their tax strategy, as well as their cash flow and spending needs.Wealthier families should consult with their tax advisors to fully understand the tax implications of the new law.

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Video: Conversations from the Hawaii Tax Institute

Alvina H. Lo and Brian Oard |
Wealth Planning
Hawaii.jpg

Wilmington Trust’s Brian Oard, Alvina Lo, and Adam Bakash sat down with industry experts at the 2018 Hawaii Tax Institute to discuss trends in the tax and wealth transfer industry. Please see important disclosures at the end of the video.Click here to watch more conversations from the Hawaii Tax Institute.

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