Unlock the Borrowing Power of Your Portfolio

Jon D. Coppola |
Wealth Planning

Finance today’s needs without sacrificing tomorrow’s goals. A sudden need for significant funds arises—where should you turn?One strategy may be leveraging the assets in your portfolio 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.

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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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Integrating Estate Planning and Borrowing

Andrew J. Horwitz, CFP® and Alvina H. Lo |
Wealth Planning
Tax Reform and Leverage NC.jpg

Uncovering opportunities under today’s tax laws while they last.Tax reform significantly increased the ability of high-net-worth individuals and families to pass wealth free of estate, gift, and generation-skipping transfer taxes, while increasing the importance of income tax planning.Borrowing or leverage strategies can be a critical component to protect wealth for your family by minimizing risk and reducing taxes.

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