Alvina Lo
Alvina Lo is responsible for family office and strategic advice at Wilmington Trust, a part of M&T Bank. She oversees a national team of family office professionals, wealth strategists, financial planners and thought leadership experts, who together, serve as advisers to high-net-worth individuals and families, business owners and foundations. Alvina's prior industry experience includes roles at Citi Private Bank, Credit Suisse Private Wealth. She previously practiced law at Milbank, Tweed, Hadley & McCloy, LLC. She holds a bachelor's degree in civil engineering from the University of Virginia, where she was a Thomas Jefferson Scholar. She received a JD from the University of Pennsylvania and holds a Professional Tax Certificate from New York University School of Law. She is a published author and has lectured at the American Bankers Association and American Bar Association. She has been quoted in The New York Times, Barron's, Bloomberg and Business Insider.
Phone: 212.415.0567 | Email: alo@wilmingtontrust.com | Website: wilmingtontrust.com/author/alvina-h-lo | LinkedIn: www.linkedin.com/in/alvina-lo-737230/
Latest articles by Alvina Lo
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Four Ways to Teach Young Adults How to Manage Great Wealth
Wealthy families can use these planning strategies to help their children learn the importance of responsibly managing their wealth.
By Alvina Lo Published
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Three Ways Parents Can Transfer Wealth to Help Their Kids
From custodial accounts to trusts, Baby Boomers can take part in the great wealth transfer in ways that won’t burden their kids with extra taxes.
By Alvina Lo Published
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Four Ways Parents Can Help Kids Be First-Time Home Buyers
High real estate prices and interest rates are making buying a first home more challenging than ever, but parents can make loans, give gifts and be co-signers.
By Alvina Lo Published
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Caring for Aging Parents Takes Planning Ahead and Patience
Having legal documents in order and planning for the cost of care will help make an already difficult time a little bit easier to handle.
By Alvina Lo Published
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6 Retirement Wealth Strategies to Start Young, Finish Strong
To build a nest egg that will see you through retirement, it helps to start young. Here are six steps to get going.
By Alvina Lo Published
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From Prenups to Pregnancy: Financial Planning for a Young Family
personal finance Getting married and having a family entails a slew of financial decisions. A financial planner shares what she wishes she had known as she navigated this complex but rewarding stage of life.
By Alvina Lo Last updated
personal finance -
The Best Ways to Pay for College Involve Starting Young
college College 529 plans vs. Roth IRAs: A financial expert shares what she wishes she had known when saving for her own law school and her son’s college. Taking her advice could put you years ahead of the game.
By Alvina Lo Last updated
college -
6 New Year’s Resolutions for Your Wealth Plan
retirement planning Everyone could benefit from checking these six items off their to-do list this year.
By Alvina Lo Published
retirement planning -
Year-End Tax Planning Comes with a Twist in 2021
tax planning Some of the most common strategies people use to hold their taxes down are being turned on their ears this year, thanks to possible changes in tax laws on the horizon.
By Alvina Lo Published
tax planning -
Biden’s Tax Plan Could Make ‘Marriage Penalty’ Worse
Getting Married “Are we better off single?” That’s what some high-earning couples may be asking themselves if Congress acts on President Biden’s tax proposal. Here’s why.
By Alvina Lo Published
Getting Married -
Is Your Financial Plan Ready for Higher Taxes?
tax planning The best plans anticipate what’s to come, and right now it’s looking more and more likely that the future could hold higher taxes, especially for the wealthy. Here’s what might be on the horizon, and a look at some ideas to help prepare for it.
By Alvina Lo Published
tax planning