TD Private Client Group Wealth Transfer and Preservation Solutions

You and your family have unique legacy and philanthropic goals and TD Wealth Private Client Group can help you work towards them by providing comprehensive guidance.


Enhancing Legacy and Philanthropic Planning

  • Expertise you can trust

    TD Wealth Private Client Group Relationship Managers work closely with our TD Wealth Trust, Estate and Planning Professionals to get to know you and your family’s goals for wealth preservation

  • Manage complex estates

    Work with experienced and knowledgeable TD Wealth Trust Advisors who understand the complex estate settlement process and can work with you and your tax and legal counsel to execute your legacy plan

  • Intergenerational wealth transfer

    We'll work to get to know you and your family's priorities and goals for wealth transfer and preservation

Private trusts

Your TD Wealth Strategists will discuss and review the planning aspects of:

  • Revocable and irrevocable trusts
  • Charitable trusts
  • Lifetime and Testamentary trusts
  • Asset protection trusts, including Delaware trusts
  • Dynasty trusts
  • Grantor trusts

Trustee services

As a trustee or co-trustee, the TD Bank, N.A. Investment and Trust group provides ongoing fiduciary services and administration

  • Foundations and charitable trusts

    The TD Bank N.A. Investment and Trust group provides fiduciary expertise in the management of charitable foundations and trusts, including charitable gift annuities (CGA)

  • Revocable and irrevocable trusts

    As a trustee or co-trustee, the TD Bank N.A. Trust and Investment group provides fiduciary expertise in administering trusts across various states

  • Delaware Directed Trustee Services

    The TD Bank N.A. Trust and Investment group can serve as a trustee of a Delaware directed trust

Other planning services

  • Charitable gift annuity (CGA) administration

    We provide full administration and reporting for CGAs, including securities collection, investment management, projections for potential annuitants, and tax reporting

  • Estate settlement services

    TD Bank can provide executor and co-executor services

  • Tangible personal property

    Protect and preserve the value of your physical assets, including artwork, jewelry, antiques and other collections of tangible personal property

Connect with a TD Wealth Relationship Manager

Our TD Wealth Relationship Managers are available for a complimentary consultation to start planning for your future.

  • Find a TD Wealth Relationship Manager

    Find background and contact information for TD Wealth Relationship Manager in your area

  • Talk to a TD Wealth Relationship Manager

    Talk to a TD Wealth Relationship Manager about all your banking, lending, and investing needs all in one place


TD Wealth Private Client Group is a unit of TD Wealth® in the United States, which is a brand of TD Bank, N.A., member FDIC (TD Bank).

TD Wealth Private Client Group is available for clients who have at least $750,000 in investible assets and a net worth of at least $3 million (exclusive of real estate).

TD Wealth® is a brand of TD Bank N.A., Member FDIC (TD Bank). Banking, lending, investment, and trust services are available through TD Bank. Securities and investment advisory products are available through TD Private Client Wealth LLC (TDPCW), a US Securities and Exchange Commission registered investment adviser and broker-dealer and member FINRA/SIPC. Epoch Investment Partners, Inc. (Epoch) is a US Securities and Exchange Commission registered investment adviser that provides investment management services to TD Wealth.

TD Wealth Management Services Inc. (TDWMSI) is a licensed insurance agency that offers insurance products.

TD Bank, TDPCW, Epoch and TDWMSI are affiliates.

Deposit products and related services offered by TD Bank, Member FDIC.

The TD Wealth® and other TD trademarks are owned by The Toronto-Dominion Bank or its affiliates and are used under license.

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