Wilmington Trust Archives - Business RadioX ®

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

July 29, 2021 by Mike

Gwinnett Studio

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

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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.

CLICK HERE to watch the Zoom video of this episode.

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.

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LinkedIn: https://www.linkedin.com/company/estatedispute

Expert Tips on Charitable Giving

June 25, 2014 by Mike

Gwinnett Studio

Expert Tips on Charitable Giving

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Craig Frankel, Adam Gaslowitz, Stephen Berman, Donna Barwick, Ty Tippett

How much of the charitable planning should be tax-motivated and how much should be purpose-motivated? What is the difference between various forms of charitable giving? If you ever ask yourself these or similar questions, this episode of “Wealth Matters” – the radio show where we discuss the opportunities and challenges of preserving and managing wealth – is for you!

During this debut of “Wealth Matters”, attorneys Adam Gaslowitz and Craig Frankel interview Donna Barwick, Ty Tippett and Stephen Berman on the topic of charitable giving. The show is filled with important tips and hints of giving from both wealth management perspective and the perspective of effectively making a difference in the community.

Donna Barwick/Wilmington Trust Company

As a Senior Fiduciary Officer at Wilmington Trust Company, Donna brings to the table more than three decades of experience in trusts and estate planning. She previously served as a senior director in BNY Mellon’s Wealth Management group in Atlanta, specializing in wealth management and estate planning strategies for high-networth clients.

Donna shared that she gets to advise her clients not only how to give, but also what to give to. Donna recommends to utilize the Community Foundation in Atlanta as a great tool to find philanthropic organizations to support. Donna also started a great conversation during the show with this opinion: “If dollars don’t make a difference, donors will not stay engaged, so charities should let donors know how donations are used.

Phone: 404-760-2104
Email: dbarwick@wilmingtontrust.com

Ty Tippett/Shepherd Center Foundation

Ty Tippett is a fundraising professional who is an AV-rated attorney with more than 20 years of experience in the private practice of law and 6 1/2 years in wealth management with a large regional bank. Serving as the Senior Director, Planned Gifts at Shepherd Center Foundation, Ty has been placing a particular emphasis on wills, trusts and estates.

Ty’s advice to his clients who consider donating to the Shepherd Center Foundation, as he shared during the interview, is to learn more about the Center and get involved as a volunteer to see what difference each dollar makes within the community. He also revealed how he got involved with the Shepherd Center Foundation and how it became his “biggest blessing.”

Phone: 404-350-7308
Email: ty_tippett@shepherd.org

Stephen Berman/Stephen M. Berman and Associates

Founder and Managing Partner at Stephen M. Berman and Associates, Stephen has been a recognized expert and authority in tax strategy, including income tax, estate tax, charitable gift planning and business-related matters. His greatest asset is a creative approach to solving complex tax matters for high-networth individuals, corporate executives, families, LLCs, partnerships, trusts and estates.

Stephen shared with us that he recommends to his clients to “pick the passion with a need and find the right tools to make it happen.” Stephen said “if you don’t have a heart call to make a difference, don’t do charitable giving.” Listen the interview to find out why.

Phone: 404-262-2181
Email: sberman@bermanllc.com

About Gaslowitz Frankel:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.

If you enjoyed the show and would like to connect with our guest experts, please see their contact information below.

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Mike Morgan with Wilmington Trust

October 22, 2013 by angishields

Burr Forman's Results Matter Radio

Mike Morgan with Wilmington Trust

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Michael J. Morgan, CFP®/Wilmington Trust

Michael J. Morgan, CFP®, is Vice President and Senior Private Client Fiduciary Advisor for Wilmington Trust. Mike is responsible for providing comprehensive wealth management advice to high net worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout the Southeast region. He works closely with clients and their advisors to develop financial strategies that help clients meet their current needs and plan for their long-term objectives. Mike ensures that clients receive the appropriate blend of services based on their unique needs, including custom lending, investment management, planning, philanthropic, trust, and family office services.

Mike joined Wilmington Trust in 2007, specializing in fiduciary oversight, estate management, and retirement and insurance planning. He most recently served as a Vice President and Trust Advisor with Wachovia Bank, and began his private banking career at Fleet Bank.

Mike holds a bachelor’s of business administration degree in Accounting from Kennesaw State University and has completed Cannon Financial Institute’s Trust School I, II, and III. He serves on the Capital Campaign Leadership Committee for Rainbow Village, a nonprofit in Atlanta serving homeless families.