So You Want to Sell the Family Business: Planning, Priorities, and Potential Pitfalls

Chip Kelleher/Wilmington Trust

Chip Kelleher leads a team at Wilmington Trust responsible for providing comprehensive investment management, wealth planning, private banking and family office services to high-net-worth individuals, families and single-family offices throughout the Southeast. He works closely with his clients and their trusted advisors to protect, grow and transfer their wealth for generations.

Chip joins Wilmington Trust with deep industry experience working with business owners and sophisticated multigenerational families. Most recently, as a wealth advisor for Bessemer Trust, he employed the resources of the firm to help multi-generational clients achieve their objectives. Chip initially joined Bessemer’s Boston office where he worked with clients throughout the Northeast before moving to their Atlanta office and assuming greater responsibilities throughout the Southeast. Prior to
joining Bessemer, Chip began his career in wealth management as a financial advisor at UBS in Boston. Before entering financial services, Chip was the fourth generation of management in his family’s construction management company.

Garrett Alton/Wilmington Trust

Garrett Alton is responsible for managing Wilmington Trust’s Atlanta, GA and Southeast region, including all administrative and business development functions for personal trust, investment management, and private banking. In this role, he oversees the development and coordination of Wealth Management services for prominent individuals, families, and middle market institutional investment accounts. Garrett and his team work closely with clients and their advisors to develop financial strategies that help clients meet their current needs and plan for their long-term objectives.

Garrett has 28 years of experience in the wealth management industry, working with ultra high-net-worth individuals and families, endowments, foundations and family offices. Prior to joining Wilmington Trust in 2020, Garrett was managing director and regional head of client strategy for BNY Mellon Wealth Management, serving as their regional business development leader for the Central region.

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About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.