December 1, 2020, GEM 27 — Traditionally you may think of a limited liability company (LLC) as a business structure that is used to operate a business and protect business owners from certain lawsuits. However, an LLC can also serve as a management and asset protection structure for the family’s personal assets.
As part of the Wilmington Trust and M&T Emerald Advisory Services® team, Joe leads a team of Family Office professionals who specialize in entity management for family entities, financial management for individuals, tax planning and compliance, financial reporting, liquidity management, internal controls, and family governance for multigenerational families.
Joe joined Wilmington Trust in 2006 and has more than three decades of experience in personal tax planning, family office services, accounting, taxation for businesses, investment accounting, managing the administration of asset-backed securitizations, accounting regulations, managing complex structures (LLCs, S Corporations, C Corporations), and supporting the implementation of the Sarbanes-Oxley Act for a Fortune 500 company.
Joe holds an MBA from Widener University, a bachelor’s degree in accounting from the University of Delaware, and graduated from the Cannon Trust School. He holds the following designations: Certified Public Accountant, Certified Trust and Fiduciary Advisor, and Accredited Estate Planner. Joe is also a board member of the Estate Planning Council of Delaware, a member of the American Institute of Certified Public Accountants, and the Delaware Society of CPAs.