Planning Perspectives — Ways For Business Owners to Maximize Opportunities

Bryn Mawr Trust Advisors

February 28, 2024

< 1 min read

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Planning Perspectives

Your guide to navigating the complexities of wealth management with ease.

Owners of closely held businesses face additional challenges when it comes to tax planning and year-end pressures. Check out these ways for business owners to maximize opportunities before March 15.

Lisa Borrelli, CPA, MT

Bryn Mawr Trust Advisors

Lisa Borrelli works with clients on planning areas such as asset allocation, cash management, lending, estate planning, income taxes, wealth preservation, and liability exposure. She joined the company in 2019.

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Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust. Bryn Mawr Trust is a division of WSFS Bank. The Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation. Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates. Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor. Investment advisory services are also offered through Bryn Mawr Trust Advisors, LLC (“BMTA”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMTA’s registration as an investment advisor does not imply a certain level of skill or training.

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