Ultra High Net Worth

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