About the Author

Brian Oard

President, Western Region
Wilmington Trust

Brian is responsible for overseeing all Wealth Management services in Southern California and the Western United States. He leads a team of professionals who provide planning, trust, investment management, family office, and private banking services.

Brian has more than two decades of experience helping clients with issues such as investment management, risk management, business succession, and retirement planning. Prior to joining Wilmington Trust, he was a top producer at both Northern Trust and BNY Mellon. Brian was also an adjunct professor at California Lutheran University where he taught employee benefits and retirement planning for their CFP certification program.

He holds a bachelor’s degree in history from the University of California at Davis and received the CFP designation from the CFP Board of Standards in 1999. Brian was commissioned as a United States Marine Corps Infantry Officer in 1989. He was awarded the Naval Achievement Medal with combat distinguishing device for action during Operation Desert Storm. He also took part in the humanitarian relief operations during Operation Restore Hope in Somalia in 1993. Brian had the good fortune of serving under the command of then Major John Kelly and Lieutenant Colonel James Mattis during his service in the Marine Corps.

Brian serves on the Scarlet and Gold Committee of the West Coast Gala for the Marine Corps Scholarship Foundation. He also serves on the executive board of the Veteran’s Park Conservancy, an organization of the National Cemetery and VA property in Westwood, California.

By the Author

Selling Your Business: Building the Right Team

Alvina H. Lo and Brian Oard |
My Business
David Iannini_Hawaii Tax.png

Do your clients have the right team in place to help maximize the sale proceeds of net income and estate taxes? William & Henry Associates Chairman, President & CEO David Iannini sat down with Wilmington Trust’s President, Western Region Brian Oard and Chief Wealth Strategist Alvina Lo at the 2019 Hawaii Tax Institute to review what resources you need to help ensure things go smoothly when selling your business, with maximum benefit to you.

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Video: Estate and Tax Benefits of a ‘Basis Swap’

Brian Oard and Alvina H. Lo |
Wealth Planning

Andy Katzenstein, a partner in the Private Client Services Department at Proskauer Rose LLP, joined Wilmington Trust’s Alvina Lo and Brian Oard at the 2018 Hawaii Tax Institute Conference to explain the process of entering into a basis swap and the opportunities this exchange can create for estate and income tax benefits.Please see important disclosures at the end of the video.

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