For affluent individuals, irrevocable trusts have long been an effective vehicle for passing on wealth to future generations. Since assets placed in an irrevocable trust aren’t considered part of a taxable estate (although they are subject to gift tax when transferred into the trust), their value doesn’t count against the federal death tax exclusion. All of the growth on the assets after the gift will not be subject to both gift and estate tax.
Trusted advisor and facilitator to families, professionals, and business owners, helping shepherd them through complexity.
Tony has cultivated relationships with many of Wilmington Trust’s most esteemed multigenerational families and business owners, providing an unparalleled level of skill, attention, and trusted guidance for more than 20 years. He partners closely with his clients to assess their needs at every transition, bringing clarity to complex situations and actionable solutions for both financial and lifestyle matters. His clients appreciate his knowledge of their unique family dynamics and he is often viewed as an extension of the family, called upon readily when both good and challenging life events occur.
As regional managing director for the Delaware and Eastern Shore Middle Market Group, Tony also leads a team of relationship managers who provide planning, fiduciary, investment management, private banking, and family office expertise to clients throughout the region. This team comprises more than 130 years of combined wealth management experience.
Tony holds an MBA in finance and marketing from the University of Maryland and a bachelor’s degree in history and political science from Lake Forest College. He also earned his Certified Trust & Financial Advisor (CTFA) designation, and is a recipient of Wilmington Trust’s Chairman’s Club award.
Actively involved in the community, Tony is treasurer of the World Affairs Council of Delaware and a board member for the Wilmington Library Institute and the Eleutherian Mills Residence Committee. He is a past president of the board of directors for the Delaware Estate Planning Council and a past board member for the Kalmar Nyckel Foundation.
Tony enjoys carrying on his family’s tradition of trap gun shooting and is a member of the local trap gun club founded by his great-grandfather in 1895. He can also be found fishing, hiking, spending time with his three daughters, and pursuing his status an a avid movie buff.