The Mancinelli Family Office is an experienced wealth management team established to help meet the needs of affluent investors. They offer a high-touch concierge style holistic financial service customized for VIP clients, high net worth and ultra-high net worth individuals.
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 Lynne Falconer, Client Service Associate.
With over 25 years of experience, Elly acts as the lead relationship manager within TD Bank Group – accessing capital markets for products, services and expertise required to fulfill client's complex planning needs. She is a graduate from two universities and has earned the following industry designations: Certified Financial Planner (CFP), Registered Retirement Consultant (RRC), and Certified Professional Consultant on Aging (CPCA). Elly is most proud of meaningful connections she has built over many decades helping generations of the same client family.
Elly's 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.
The Mancinelli Family Office approach lends itself to working with professionals in the Sports and Entertainment industry. The Sports and Entertainment Program emphasizes strong cash management and long-term financial planning to help preserve lifestyle and security, long after the spotlight is gone.
Working with other TD Specialists, the Mancinelli Family Office delivers a holistic and integrated wealth strategy, utilizing an extensive range of services including:
· Personal Financial Plan and Statement Preparation
· Bill Payment Services
· Cross Border Solutions
· Coordination of Professionals
· Cash Management
· Behavioral Finance Consulting
· Global Asset Allocation and Investment Strategy Consulting
· Comprehensive Performance Reporting
· Investment Manager Selection and Monitoring
· Portfolio Management
· Estate Planning
· Philanthropic Planning
· Life Insurance Analysis
· Debt Structure and Analysis – Bank Financing
· Foundation Management
· Trustee Services
· Risk Management & Asset Protection Consulting
· Family Counseling/Family Meetings
· Sufficiency and Retirement Planning
· Document Management and Record keeping
The Mancinelli Family Office sets themselves apart by having 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.
Independence: They follow a “service delivery model” and hold themselves out as an objective provider of advice that places the interests of their clients first.
Breadth and integration of services: They provide a wide array of services and typically oversee their clients’ entire financial situation. They hold and protect full information about their client's investments, tax situation, estate plan and family dynamics. With this information, they assist in structuring and administering their clients’ financial universe in an optimal way.
Professionals with diverse skills and deep specialties: Through TD Specialists, their clients have access to a wide array of specialty knowledge on topics such as: income taxation, estate planning, planned giving and portfolio management.
Multi-generational planning: Planning encompasses the family’s goals which typically include passing wealth down to younger generations in a tax-efficient manner. Children and grandchildren are often clients and are counseled on investments, tax and estate planning strategies, and philanthropy. They often coordinate and moderate family meetings.
Outsourcing: Investment management is typically outsourced to proven independent third-party portfolio managers in order to remove conflicts of interest and to ensure performance requirements are met. Legal, tax and accounting advice is provided through TD specialists, however implementation services are outsourced.
Focus on taxable investor: For most of their clients the focus is on minimizing taxation as the bulk of their client's assets are subject to long-term capital gains.
When you engage the Mancinelli Family Office, the service you receive is supported by the significant resources of TD Bank Group, with over $1.5 trillion in assets, over 85,000 employees as of 2020, and a full range of financial solutions that service TD clients around the world. For more than 165 years, TD has helped generations of clients with their personal, family and business assets in the ways that matter to them.
The Mancinelli Family Office welcomes all inquiries at firstname.lastname@example.org
Mancinelli Family Office is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.