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.
Finance today’s needs without sacrificing tomorrow’s goals. A sudden need for significant funds arises—where should you turn? One strategy can be leveraging your portfolio’s assets to access liquidity. What do you need to know about using your holdings as collateral? 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.
If 2020 taught us anything, it’s to expect the unexpected. With that in mind, we humbly present our outlook for 2021. Take our fun little test to learn how much you know about what we think lies ahead.Regardless of whether you know the answers to this pop quiz, consider our outlook as you participate in the economic recovery and continued stock market strength.