Ultra High Net Worth clients have sophisticated needs, which require a specialized service offering. The Parsons Group provides their Ultra High Net Worth clients with access to:
BMO Family Office Services:
BMO Trust Company Services: estate, trustee, and trusts services (including the enCircle® service program)
Private & Corporate Banking
Personal and Corporate Lending
Inter-generational wealth transfer​
Legacy & estate planning
Trusts - testamentory & inter-vivos
BMO Charitable Giving
Portfolio Management
Tax Planning & Reduction Strategies
Financial Planning
Retirement Planning
Education Planning
Insurance Solutions