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The Mancinelli Family Office is a wealth management team established to help meet the wealth management needs of affluent investors. They offer a high-touch concierge style service, customized for VIP clients, high net worth and ultra-high net worth individuals and professionals in the sports and entertainment industry.
Professional athletes know the importance of a team. The support and advice they receive from their team of agents, coaches, teammates, managers, friends and family, play a major role in their achievements. Affluent investors are not different: choosing the right wealth management team can mean the difference between growing and maintaining their wealth, financial stagnation or even failure.
The Mancinelli Family Office Sports and Entertainment Program recognizes professionals in this industry are unique in that they earn large sums, often early in their careers, are taxed heavily, have unique cross-border needs, philanthropic needs. They expect an easy one-stop relationship that is concierge-style and dedicated to their unique needs.
Elite athletes, entertainers and media professionals are focused on performing at the highest levels. With many demands on their time, managing money for the best possible outcome can be a challenge. Earnings fluctuations, early retirement, injuries, tough work and travel schedules, relocation, divorce, bankruptcy, tax law changes, lawsuits or even fraud must be considered when structuring a wealth management plan. A team dedicated to the needs of high net worth individuals must have a "sharp saw" and be the best-in- class: this is where we excel.
The Mancinelli Family Office demonstrates their unique value proposition through a proprietary deliverable called the Personal Wealth Playbook™. The Personal Wealth Playbook™ provides a holistic and integrated overview of each client's unique wealth facts and strategies. Its purpose is to educate and empower. As clients ask questions and make their concerns known, Elly acts as their dedicated Wealth Coach, meeting them where they are and moving them up the financial empowerment pyramid.
With time the Personal Wealth Playbook™ becomes a concise wealth companion – designed specifically for each client. It becomes a game plan and fear antidote. The Personal Wealth Playbook™ holds key financial planning action items, and acts as visualization tool to enhance communication with the client's financial team and significant others. It is a living document updated and revised on an ongoing basis to reflect changes. This unique process is what sets apart the Mancinelli Family Office from other advisors.
The Personal Wealth Playbook™ is supported by TD's latest research in behavioral finance and is firmly rooted in the four pillars of TD's high net worth strategy:
The Mancinelli Family Office has the following characteristics:Concierge high-touch service: They have high relative average account sizes and low client to employee ratios allowing them to place a great deal of focus and attention on each client family.
When you engage the Mancinelli Family Office, the service you receive is supported by the significant resources of TD Bank Group, with over $1.3 trillion in assets, over 85,000 employees and a full range of financial solutions that service TD clients around the world. For more than 155 years, TD has helped generations of clients with their personal, family and business assets in the ways that matter to them. TD offers banking with global reach, with over 2,500 locations across Canada and in the U.S., as well as operations in over 10 other countries.
With over thirty (30) years of experience, the Mancinelli Family Office operates with a sharp focus on both risk management and asset performance. Their team consists of Elly Mancinelli, Vice-President, Investment Advisor, Christina Romano, Investment Advisor and Cavin Rawlins, Client Service Associate.
Elly acts as your single point-of-contact within TD Bank Group – accessing capital markets for products, services and expertise required to fulfil even the most complex planning needs. Her talent is in recognizing trends, approaches and opportunities. She is good at presenting ideas using visual structures, dealing both with the big picture and the bottom line. She is especially good at revising plans and systems as circumstances evolve. Elly prefers to be at the leading edge and works in paradigm shifts. She creates unique, unusual and often unknown solutions.
She is team's lead and responsible for strategic planning, performance, oversight and business development. Working with other TD Specialists, her clients have access to and extensive range of services including:
Branch Office: (416) 944-8762
Branch Fax: (416) 929-2151
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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