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

Elder Abuse: The Risks of Third Party Fraud

Brian Oard and Alvina H. Lo |
Wealth Planning
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What steps have you taken to help your clients protect, monitor, and limit access to financial information from caregivers and other potential outside predators? Patrick Conley, CEO, Franklin Global Inc., met with Wilmington Trust’s President, Western Region Brian Oard and Chief Wealth Strategist Alvina Lo at the 2019 Hawaii Tax Institute to outline important steps families should take to protect their love ones from elder abuse.

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Selling Your Business: Building the Right Team

Alvina H. Lo and Brian Oard |
My Business
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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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Retirement Planning Implications of the Secure Act

Brian Oard and Alvina H. Lo |
Wealth Planning
Retirement-Planning-Implications-of-the-Secure-Act

What steps have you taken to help your clients update their estate plans with IRAs and other retirement plans? Henderson, Caverly, Pum & Trytten LLP Partner Steven E. Trytten sat down with Wilmington Trust’s President, Western Region Brian Oard and Chief Wealth Strategist Alvina Lo at the 2019 Hawaii Tax Institute to discuss how to maximize your estate plan to take advantage of the Secure Act changes.Download Transcript >Please see important disclosures at the end of the video.

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The Virtual Private Trust Company

Brian Oard and Alvina H. Lo |
Wealth Planning
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What are the substantial tax planning and governance advantages of establishing a Virtual Private Trust Company in a jurisdiction like Delaware? Wilmington Trust’s President, Western Region Brian Oard and Chief Wealth Strategist Alvina Lo, sat down with Jonathan Lurie, partner at Venable LLP, at the 2019 Hawaii Tax Institute to delve into the world of Virtual Private Trust Companies.Download Transcript > Please see important disclosures at the end of the video.

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Reducing the Risk of Estate Litigation

Brian Oard and Alvina H. Lo |
Wealth Planning
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Undue influence from family members on mom’s and dad’s estate plan can lead to costly estate litigation. Vivian Thoreen, partner, Holland and Knight, sat down with Wilmington Trust’s Brian Oard, president, Western region and Alvina Lo, chief wealth strategist to review the steps you can take to reduce the risk of painful and expensive estate litigation.Download Transcript >Please see important disclosures at the end of the video.

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