Guidance for evolving financial needs.
Christopher Galberg works with high net worth families, entrepreneurs, professionals, and business owners whose evolving needs often require thoughtful planning across multiple areas of wealth. Supported by a network of TD specialists, the focus is on building long-term relationships and providing guidance that reflects each client’s unique circumstances.
Tailored Solutions
High Net Worth Families
Entrepreneurs and Business Owners
Professionals
Life Transitions
Personalized Relationships
Additional Services
Tax Mitigation Strategies
In collaboration with TD specialists, we help clients consider tax-efficient strategies as part of their broader financial plan and aim to align investment decisions with tax considerations over time.
Business Succession Advice
We support business owners in planning for future transitions and ownership changes. Guidance is coordinated with TD specialists to help align business decisions with personal financial goals.
Private Banking Solutions
Clients can access private banking solutions to support more complex financial needs. We work closely with private bankers to help integrate credit and banking strategies into an overall plan.
Philanthropic Planning
We help clients incorporate charitable giving into their broader wealth strategy. Planning is aligned with personal values and supported through collaboration with TD specialists.
Estate and Trust Services
We help clients consider estate and trust strategies as part of a comprehensive approach to wealth. Working with TD specialists, we support planning that focuses on the transfer and preservation of wealth.
Testamentary Trusts
Managing an estate or trust can be a difficult experience. In addition to grieving a loved one, the liquidator or executor has a fiduciary duty to liquidate the estate or trust appropriately. Our colleagues at TD Wealth Private Trust provide estate services, including day-to-day estate asset management and trust property management.
