As part of the Wilmington Trust Emerald Family Office & Advisory team, Drew is responsible for developing customized wealth management strategies and financial plans for prominent individuals, families, and business owners. His areas of expertise include estate and retirement planning, insurance planning, investment planning, education planning, business succession planning, legacy planning, and philanthropic planning.
Drew has two decades of experience in the financial services industry and held numerous positions in the Personal Financial Planning Group at The Vanguard Group. Earlier in his career, he served as a practicing attorney, specializing in wills and trusts.
He holds a JD from Widener University School of Law and a bachelor’s degree in health policy and administration from Pennsylvania State University. He holds his Pennsylvania and New Jersey law licenses and his Pennsylvania Life, Variable Annuities, Accident, and Health licenses.
Drew authored several thought leadership articles and podcasts for Wilmington Trust, and has been quoted in local and national publications and websites for his keen insights on financial and estate planning. In addition, he co-authored “Integrating Estate Planning and Borrowing” in the Oct. 2019 issue of Trusts and Estates. Drew is a member of the Financial Planning Association for the Central Pennsylvania Region and the Pennsylvania Bar Association.
April 12, 2022—When it comes to wealth planning, putting off until tomorrow what you can (and should) do today may lead to unwanted consequences down the road. For peace of mind, your plans should be up to date with your current life and business situations.
June 1, 2021—A letter of intent, sometimes called a statement of guidance, is an easy and informal way to share important information about your estate plan. It allows you to convey, in your own words, your hopes and wishes for your beneficiaries, the reasons why you created the plan you have, and how you would like to see the plan administered to accomplish your goals.
January 12, 2021—Today’s historically high estate and gift tax exemption amounts ($11.7 million per person or $23.4 million per couple) are set to sunset at the end of 2025, or possibly sooner under a Biden administration.
August 18, 2020—When considering the sale of qualified small business stock, you may be asking if there are any income and estate tax-advantaged opportunities that may allow you to exclude federal capital gains taxes on such sale and reduce potential estate taxes. National Director of Wealth Strategies Drew Horwitz discusses Qualified Small Business Stock (QSBS), how it works, and how it may create effective tax strategies for small business investors and owners.
Wilmington Trust’s National Director of Wealth Strategies Drew Horwitz offers timely planning advice to business owners at the 54th Annual Heckerling Institute on Estate Planning. Watch his conversation with Susan Lipp, editor in chief of Trust & Estates magazine, on the importance of planning early while still running a successful business. Please see important disclosures at the end of the video.
