Are your insurance strategies covering the full spectrum of protection you need?With estate taxes due typically nine months after the date of death, having a liquidity strategy in place will help keep your assets secure from an unintended sale.A new study from The First Street Foundation lists 14.6 million properties in the 100-year flood zone, which is where there is a 1% chance of a flood striking in any one year.
As the wealth area executive for the Mid-Atlantic region and Family Wealth, Bill is responsible for overseeing the teams that provide Wealth Management solutions to high-net-worth individuals and families in the Baltimore/DC, Philadelphia/Southern NJ, and Southern/Western PA regions. Bill oversees the development and delivery of advice and services for many of the company’s largest and most prominent client families.
Bill has been with Wilmington Trust since 2004 and has more than two decades of experience helping successful families grow and preserve their wealth. Bill and his team advise clients regarding investment management, trust planning, risk management, business succession planning, and retirement planning. Previously, Bill established and led Wilmington Trust’s Greater Washington, DC and Central Virginia markets.
He holds a Juris Doctor from Seton Hall University School of Law and a bachelor’s degree in accounting from the University of Scranton.
Bill contributes his time to a number of charitable organizations, including service on the following boards and committees: the board of trustees of the Ministry of Caring; the Board of the Stroud Water Research Center; the finance committee of St. Benedict’s Preparatory School; and the finance and investment committees of the Catholic Diocese of Wilmington.