We manage every piece of the puzzle.

 

Addressing every aspect of your complete wealth journey, our cohesive service offering captures opportunities, avoids unnecessary taxes and other risks, and delivers on your long-term vision of success. Advocating on your behalf, we coordinate and collaborate seamlessly with internal and external specialists and advisors, integrating strategies for optimal results. Some of our clients have family offices that we provide guidance and services to, but many of our clients rely on our family office approach for management of their complete and complex wealth ecosystem.

 

Strategic Counsel, Advocacy, and Stewardship

  • Informed guidance on all aspects of wealth—financial, business, and personal
  • Liase and marshal discussions with family Legal and Tax Advisors and internal specialists

Investment Management

  • Strategic, adaptive, and fully discretionary
  • Global and institutional-grade portfolios
  • Continuous risk oversight and protection

Tax Optimization

  • Tax minimization through overlooked strategies
  • Cross-border tax planning
  • Tax deductible wealth counsel fees
 

Financial Planning

  • Tailored, goals-based strategies for High Net Worth families
  • Continuously updated Financial Vision Document
  • Complete implementation

Estate and Insurance

  • Estate plan and protection portfolio review
  • Estate Organizer
  • Efficient transfer of assets to heirs or beneficiaries

BMO Private Wealth Benefits

  • Industry leading research
  • Award-winning technology integration
  • Firm-level advocacy