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We Believe Asking Business Owners the Right Questions Is As Important

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We Believe Asking Business Owners the Right Questions Is As Important WILMINGTON TRUST RENOWNED INSIGHT ® Meet a few members of our njbiz.com OCTOBER 23, 2017 $2.00 Northern and Central New Jersey team. We believe asking business owners Robert P. Brown, Vice President and Senior Private Client Advisor 609-524-4468 | [email protected] the right questions is as important Bob provides comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout the Central New Jersey region. Bob has more than two decades of experience in the fi nancial services industry, as having the answers. specializing in custom credit, investment management, and fi duciary services. He holds a master’s degree in business administration with a concentration in fi nance and a bachelor’s degree in accounting from Seton Hall University. John A. Trobiano, Vice President and Private Banker* 201-580-4636 | [email protected] John is responsible for meeting the fi nancial needs of clients throughout the Northern New Jersey region. He provides strategic advice, highly personalized service, and access to tailored credit solutions, premium deposit accounts and cash management services, residential mortgages and home equity lines of credit, and yacht and aircraft fi nancing through M&T Bank. John holds a bachelor’s degree in fi nance from Rutgers University and is a graduate of the PNC Bank Management Training Program and the Cannon Financial Institute Private Banking School. Michael J. Huxley, Vice President and Senior Private Client Advisor 201-580-4654 | [email protected] Michael provides comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout the United States. His objective is that clients receive the appropriate blend of services based on their unique needs, including investment management, planning, trust, and family o ce services. Michael also works with owners of closely held businesses and their advisors on strategic alternatives. He holds a bachelor’s degree in fi nance from Rider University. These articles are for informational purposes only and are not intended as an offer or solicitation for the sale of any fi nancial product or service or as a determination that any investment strategy is suitable for a FIDUCIARY SERVICES | WEALTH PLANNING | INVESTMENT MANAGEMENT | PRIVATE BANKING* specifi c investor. Investors should seek fi nancial advice regarding the suitability of any investment strategy based on their objectives, fi nancial situations, and particular needs. These articles are not designed or intended to provide fi nancial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. If professional advice is needed, the services of a professional advisor should be sought. Wilmington Trust is a registered service mark. Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation. Wilmington Trust Company, operating in Delaware only, Wilmington Trust, N.A., M&T Bank, and certain other affi liates provide various fi duciary and non-fi duciary services, including trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through Wilmington Trust Corporation’s international affi liates. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC. Equal Housing Lender. For address or name corrections, fax label to (732) 846-0421 *Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services. Diversifi cation does not ensure a profi t or guarantee against a loss. There is no assurance that any investment, fi nancial, or estate planning strategy will be successful. Investment Products: • Are NOT Deposits • Are NOT FDIC-Insured • Are NOT Insured By Any Federal Government Agency • Have NO Bank Guarantee • May Go Down In Value ©2017 Wilmington Trust Corporation and its affi liates. All rights reserved. ©2017 Wilmington Trust Corporation and its a liates. All rights reserved. 16043_New Jersey Business Journal 4page wrap / 22.5”w x 14”h Portrait by renowned illustrator Joseph Adolphe. WILMINGTON TRUST RENOWNED INSIGHT WILMINGTON TRUST RENOWNED INSIGHT You’ve worked hard to build “The biggest challenge for your ” your business. Your transition plan business today? Tomorrow. deserves as much attention. Transitioning ownership of your Managing and transferring Operating your company a short-term plan to be secure WHAT BUSINESS OWNERS business will undoubtedly be one of personal wealth. is is when all without a transition plan is risky. that a capable leader can take LIKE YOU ARE SAYING the most signi cant events of your life. your hard work pays o . You’ll begin Consequences can include a over if something unfortunate And one you may not be prepared to even to implement trust and planning forced sale, disputes over business occurs. And a long-term transition To get a better understanding think about right now. However, with strategies to transfer wealth to the control, excessive taxes, and lower plan can help ensure that the of what today’s business owners careful planning at each stage, you can next generation. You may also have the valuation. Not to mention what business is well capitalized and are thinking and feeling about expect to be ready for what’s ahead – and freedom to donate resources to those con dent that you’ll preserve everything organizations you nd meaningful. might happen to your employees that successors are being groomed transition planning or the lack you’ve worked so hard to build. and customers if your vision to eventually lead. thereof, we went straight to the Growing your business. Your isn’t honored. At Wilmington Trust, we’ve source. We talked to more than banker and insurance specialist Like many business owners, been collaborating with business 200 owners of privately held Donald P. DiCarlo Jr. will help determine which deposit, 31% you’ve likely thought about your owners for more than 114 years to businesses about what’s next Chief Fiduciary O cer lending, cash management, and OF BUSINESS OWNERS HAVE N O transition plan. But what’s keeping cra e ective transition strategies. for their company. We learned: Wilmington Trust, N.A. insurance solutions will best fuel the TRANSITION PLAN Source: “The Power of Planning” survey of 200 business you from executing it? According We’ve learned that the best plans As our chief fi duciary o cer, Don growth of your business. You’ll also owners conducted by Wilmington Trust • 58% have not created a to our recent survey of 200 business not only prepare the company makes sure we are collectively and want to ensure your will and other specifi c transition plan owners, 78% say that the main for a smooth transfer at the consistently meeting our fi duciary estate planning documents are in order, Founded by successful family • 33% don’t know their responsibility to our clients through and that you’re taking advantage of business leader T. Coleman duPont reason they haven’t planned is optimal time, but also enable company’s worth the advice we give and how we deliver tax-minimization strategies. more than a century ago, Wilmington because they enjoy running their owners to continue working for • 42% are too busy for it. He is also a member of the senior Transitioning business capital to Trust has the heritage and experience company. However, these aren’t as long as they wish and generate leadership team overseeing all personal transition planning personal capital. As your business to help guide you through times of mutually exclusive. With proper needed liquidity. trust, fi duciary tax, and wealth planning evolves, you may consider selling or growth and succession. Our approach For a deeper dive, download services for Wilmington Trust’s Wealth planning, you can continue to run “Both short- and long-term transitioning to your son or daughter, focuses on both your business and Advisory division. Don is part of a your business, yet also maximize plans are vital when considering the our comprehensive research or someone outside the family. We personal nancial needs, allowing us seasoned team of professionals who value and reduce taxation. next phase of any business,” says “The Power of Planning” can help you explore exit strategies, to make each transition in your exemplify Wilmington Trust’s 114-year What doesn’t occur to many Fernando Garip, market president in at wilmingtontrust.com/ heritage of successfully advising families secure the right buyer, and value journey a seamless one. owners is that a robust plan can the Northern and Central New Jersey businessowners. And for further and business owners. For access to your business. We’ll also help you For more insight on the importance insight on transition planning, knowledgeable professionals like determine how and where to invest of business transition planning, make running the company more regions. “But what’s equally important Don and the rest of our team, contact your wealth, and how to manage your download our latest research at enjoyable. With the help of a is tailoring those plans to meet the contact Fernando Garip at Fernando Garip at 201-580-4600. liquidity and cash ow needs. wilmingtontrust.com/businessowners. trusted advisor, you can design speci c goals of the owner.” 201-580-4600. FIDUCIARY SERVICES | WEALTH PLANNING | INVESTMENT MANAGEMENT | PRIVATE BANKING* FIDUCIARY SERVICES | WEALTH PLANNING | INVESTMENT MANAGEMENT | PRIVATE BANKING* 16043_New Jersey Business Journal 4page wrap / 22.5”w x 14”h SPOTLIGHT Medical market Tax Planning Salix finds new growth area for IBS drug. Page 6 Every large and small business needs tax and estate planning. Working together Scientific Page 17 Joint venture plans methods for continuous NJIT creates manufacturing in the collaborative space for pharmaceutical arena. problem solving. ® Page 8 Page 4 njbiz.com OCTOBER 23, 2017 $2.00 SURVEY PROVIDERS St.
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