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Private Trust

Business Advisory Services


A business owner meeting with a SpecialistMake the most of your private business

Expert planning and administration for private business interests held in estates and trusts.

The TD Waterhouse Private Trust Business Advisory Services team provides the knowledge and professionalism needed to plan, administer, and manage private business interests.

Business Advisory Services Specialists work in cooperation with lawyers, accountants, and estate and trust professionals to help achieve the best possible results for current and future owners of private businesses.

A history of integrity

As part of Private Trust, 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.

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 business owners 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 arrangements that govern a private business, our professionals can assist with the following services –

  • Administration of private business interests in estates and trusts
  • Preparation of corporate financial statements/tax returns
  • Business Succession Planning
  • Professional incorporations
  • Wind-up, liquidation and sale of a business and holding company
  • Valuation of the business
  • Reorganization, tax and estate planning
  • Management assistance or arranging for interim management

Contact us today

If you're looking for an experienced professional to help you manage your private business interests, simply contact the TD Waterhouse Private Trust office nearest you to arrange a meeting with one of our Specialists or call 1-866-280-2022.