The Family Office Experience
Around a core competency of investment and risk management expertise, we’ve built a program that coordinates the family office services needed to help protect your wealth.
Step 1 | Building Net Worth
Our team works together to help grow your net worth through innovative and disciplined investment strategies that align with your current lifestyle and needs.
Step 2 | Tax-Efficient Strategies
Working closely with you and your tax advisors, we create an integrated wealth strategy to help reduce tax exposure and keep income available when you need it.
Step 3 | Protecting What Matters
Through comprehensive risk strategies, connecting you with trust and estate specialists, and other risk mitigation practices, we focus on protecting the things you value at each life stage.
Step 4 | Leaving a Legacy
We collaborate with you and TD specialists to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our objective is to optimize the transfer of your wealth.
“Our family office experience starts with an informal conversation. During this time we discuss with the family their hopes, their dreams, their challenges and their commitment to a comprehensive plan. The families that have chosen to move forward with us become part of our extended family and together we strive to leave a lasting impact.”
Apira Vigneshwaran
Client Service Associate
