When held within an estate or trust, a private business will require ongoing attention, management, and planning. Whether your business is one person's achievement or the result of generations of family effort and commitment, it can play an important role in your family's life, now and for future generations.

The TD Private Client Group Estates and Trusts Business Advisory Services team provides the knowledge and professionalism needed to plan, administer, and manage private business interests held in estates and trusts.

Business Advisory Services Specialists work in co-operation with lawyers, accountants, and other estate and trust professionals to help achieve the best possible results for future generations.

A History of Integrity

As part of Estates and Trusts, Business Advisory Services has helped thousands of families with the transition of ownership of private businesses. We can provide clear and sound advice on the complex issues surrounding private business interests in estates or trusts.

Our experienced specialists have all the resources of TD Bank Financial Group at their disposal. They can help navigate a business through succession or transition, giving beneficiaries and their advisors advice and solutions, and providing ongoing services to help your business continue to meet your family's financial needs.

A Range of Services

Whether your business is large or small, service-oriented or product-based, our Business Advisory Services team can help. Depending on the estate or trust arrangements that govern a private business, our professionals can assist with the following services:

• wind-up, liquidation and sale of business and holding companies
• valuations of the business
• reorganizations and tax planning
• estate and succession planning
• management assistance or arranging for interim management

An Invitation

Your private business is an asset worth protecting. We look forward to an opportunity to demonstrate how our business knowledge, timely advice, and professional execution can help create a private business solution tailored to meet your family's needs.

TD Private Client Group Estates and Trusts Specialists would be happy to answer any questions you may have. If you would like to learn more about our services or arrange a meeting with one of our Specialists, please contact the Estates and Trusts branch nearest you by consulting our Estates and Trusts Branch Directory.