The Mancinelli Family Office bring more than 30 years of direct experience to the process of consolidating, building and protecting wealth for high net worth and ultra-high net worth investors.
The Mancinelli Family Office are long-term investors who construct portfolios using a disciplined process designed to meet stringent criteria. Using a multi-manager approach, portfolios are customized to optimize wealth over time.
To seek out high-quality investments, the Mancinelli Family Office works with portfolio managers from locations around the world, including Silicon Valley, New York, Boston, London, Dublin, Singapore, Beijing, Edinburg, Sydney, Toronto or Hong Kong. Their highly skilled portfolio management teams are accessible through your relationship with Elly and her team.
Elly works on the basis of full transparency: Investors know exactly what they own, they know what it costs, and they know their cash flow and tax position. Direct ownership provides many benefits and a clear understanding.
Elly will engage TD specialists as needed to devise tax-planning strategies within corporations and tax-preferred accounts and tax-exempt strategies to help you grow and transfer your wealth.
Elly believes in education and empowerment and will spend the time required to ensure you are comfortable – she will never ask you to implement a strategy you do not understand, agree with or believe in.
The Mancinelli Family Office sets themselves apart by having the following characteristics:
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.
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 or double taxation in corporate accounts.
Concierge high-touch service: Low client to employee ratios allows them to place a great deal of focus and attention on each client household.
Sports and Entertainment Program: We understand the unique needs of Elite Athletes, Agents, Broadcaster, Entertainers, and their families, and we work with a team of TD specialists to ensure that those particular financial needs are met.
Outsourcing: Investment management is typically outsourced to proven independent third-party portfolio managers with extensive experience in order to remove conflicts of interest and to help ensure performance requirements are met.
Competitive Pricing: Effective householding and consolidation of assets allows each client family to receive the lowest possible pricing without sacrificing service or optimal performance.
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.
Acting as a Lead Relationship Manager, Elly Mancinelli is your conduit to the full resources of TD Bank Group and affiliated network. Elly is supported by Christina Romano, Investment Advisor and Brandon To, Client Service Associate.
The Mancinelli Family Office welcomes all inquiries.
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.