The best returns are more than financial

Welcome to our website

The Theobald Evans Group works with high net worth individuals and families to provide specific financial solutions and guidance in a long-term comprehensive wealth plan. This helps our clients meet their overall financial goals and objectives, while assisting in growing, protecting, and transferring their assets.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Year-end distributions for your private foundation may be coming up. Contact me to explore liquidity strategies for charitable grants.

How are you taking your RMDs? The deadline for 2024 is December 31. Explore your withdrawal options today.

Need creative lending solutions for operating partnership units? Message me to find out how you may be able to leverage these assets.

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