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New Research from Wilmington Trust Finds Nearly 60 Percent of Business Owners Lack a Transition PlanA new survey by Wilmington Trust found that 58 percent of owners of privately-held businesses don’t have a transition plan despite financial risks of not planning. The research report, “The Power of Planning,” surveyed more than 200 owners of privately-held companies about their plans for transitioning their business. (more) |
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Wilmington Trust Promotes Matthew Panarese to President of the Mid-Atlantic RegionMatthew Panarese was promoted to president of the Mid-Atlantic Region. He oversees wealth management services including regional sales, fiduciary, and client management teams in five states and Washington, D.C. (more) |
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Wilmington Trust Promotes Sharon L. Klein to Tri-State Region PresidentSharon Klein was promoted to president of Wilmington Trust’s Tri-State Region, which includes Greater New York, Connecticut, Long Island, and Northern New Jersey markets. (more) |
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Wilmington Trust Expands Global Capital Markets Team with New Additions in UK and Ireland OfficesEileen Hughes joined the London office as head of Structured Finance for the United Kingdom. Also joining the London office is Joe Knight, who was hired as senior trust sales representative. Joining the Dublin office is Joanna Taylor as senior relationship manager. (more) |
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New Wealth Survey Finds Family Leaders Reluctant to Share Inheritance Details to Avoid Demotivating HeirsA new survey of wealthy families found that nearly 30 percent of family leaders have no plans to share inheritance details out of fear of demotivating heirs. The study titled “Navigating the Wealth Transfer Landscape” also showed that a majority of inheritors do not significantly alter their careers or lifestyles after receiving their inheritance. (more) |
| September 14, 2017 |
New Research from Wilmington Trust Finds Nearly 60 Percent of Business Owners Lack a Transition PlanA new survey from Wilmington Trust and a team of academic advisors found that 58 percent of owners of privately-held businesses lack a transition plan despite financial risks of not planning. The research, titled “The Power of Planning,” surveyed more than 200 owners of privately-held companies about their plans and goals for transitioning their business. (more) |
| July 24, 2017 |
Wilmington Trust Promotes Matthew Panarese to President of the Mid-Atlantic RegionWilmington Trust promoted Matthew Panarese to president of the Mid-Atlantic Region. He oversees wealth management services including regional sales, fiduciary, and client management teams in Pennsylvania, Southern New Jersey, Delaware, Maryland, Virginia, and Washington, D.C. (more) |
| July 21, 2017 |
Wilmington Trust Hired Anthony Viducic as Director of Wealth and Fiduciary Planning for New York Metropolitan RegionWilmington Trust hired Anthony Viducic as director of Wealth and Fiduciary Planning for the New York metropolitan region. Viducic will develop customized wealth planning strategies and financial plans for high-net-worth individuals, families, and business owners. (more) |
| July 19, 2017 |
Wilmington Trust Promotes Sharon L. Klein to Tri-State Region PresidentSharon L. Klein was promoted to president of Wilmington Trust’s Tri-State Region, which includes Greater New York, Connecticut, Long Island, and Northern New Jersey markets. In this role, she oversees all wealth management services throughout the region. (more) |
| July 18, 2017 |
Wilmington Trust Expands Global Capital Markets Team with New Additions in UK and Ireland OfficesWilmington Trust, N.A. is growing its Global Capital Markets staff in Ireland and the United Kingdom with three new additions. Eileen Hughes joined the London office as head of Structured Finance for the United Kingdom. Also joining the London office is Joe Knight, who was hired as senior trust sales representative. Joining the Dublin office is Joanna Taylor as senior relationship manager. (more) |
| June 26, 2017 |
Wilmington Trust Recognized as ‘Best Securitization Trustee of the Year’Wilmington Trust was recognized as “Overall Best Securitization Trustee of the Year” at the fourth annual US Securitization Awards ceremony, held in New York on May 23, organized by GlobalCapital, a news service focused on the international capital markets. (more) |
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