We bring together and manage – on your behalf – an extended team of in-house BMO Financial Group experts based on your unique needs and objectives.
This may include accountants, lawyers, professionals specializing in credit solutions, cross-border experts, insurance solutions, tax and estate planning services, as well as personal and commercial banking solutions. Together, your team works collaboratively to build a total wealth management plan based on your personal situation.
Collaboration is the
key to executing
a total wealth management plan
We can also apply these resources to work with your existing team of outside professionals, if that is your preference. Regardless, we will ensure your wealth management needs are fully considered in the development of your family wealth solution.