Alvina Lo

Alvina Lo

Chief Wealth Strategist, Wilmington Trust

Alvina Lo is responsible for wealth planning and strategic advice at Wilmington Trust, a part of M&T Bank.  She oversees a national team of 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 on estate planning matters 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/

Year-End Tax Planning Comes with a Twist in 2021
A martini with a big lemon peel twist.
tax planning

Year-End Tax Planning Comes with a Twist in 2021

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 law…
November 21, 2021
Biden’s Tax Plan Could Make ‘Marriage Penalty’ Worse
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Getting Married

Biden’s Tax Plan Could Make ‘Marriage Penalty’ Worse

“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 …
July 22, 2021
Is Your Financial Plan Ready for Higher Taxes?
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tax planning

Is Your Financial Plan Ready for Higher Taxes?

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 …
April 28, 2021