Using Strategic Financing to Help Work Toward Achieving Your Wealth Transfer Goals

Charlotte G. Philips |
Emerald GEMs

February 23, 2021—Customized financing solutions can play a significant role in your wealth plan. In fact, an estate or succession plan that includes appropriate borrowing strategies can help preserve a family’s legacy and enable a more efficient wealth transfer from one generation to the next. In today’s podcast, Wilmington Trust Private Banking Group Manager Charlotte Philips discusses how you can use strategic financing to help work toward achieving your wealth transfer goals.

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Unlock the Borrowing Power of Your Portfolio

Jon D. Coppola |
Wealth Planning

We sat down with Jon Coppola, director of Private Banking at Wilmington Trust, for the skinny on potential rewards and risks of this complex yet engaging space. Jon discusses how a securities-based loan may provide fairly simple, quick access to your money at attractive interest rates. He also shares risks to be aware of when considering this type of lending, among other issues.

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A Strategic Approach to Buying a Yacht

Wealth Planning
Yacht Article NC.jpg

When it comes to buying a yacht or other luxury marine craft, it’s important that you understand all the implications that come with it before you dive in. Considerations such as ownership structure, taxes, insurance, and where to register your yacht are equally important. It’s important to work with your trusted advisory team, particularly advisory lending professionals, to help make the right financing decisions for your specific situation.

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