Family Office
Hauser Wood Ma Jorgenson Wealth Advisory Group - Feb 01, 2024
Having generational wealth comes with a unique set of considerations that the average family may never fully experience. Many of these considerations are a biproduct of the money, rather than decisions about money.
Having generational wealth comes with a unique set of considerations that the average family may never fully experience. Many of these considerations are a by-product of the money, rather than decisions about money.
Advice that is not only quantitative
When dealing with the Hauser Wood Ma Jorgenson Wealth Advisory Group, your family gains exclusive access to BMO’s Family Office, a group of professionals that work specifically with Ultra Affluent family units globally and have deep expertise in topics that are most important to these families.
Our qualified clients gain access to expertise in topics spanning:
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Family Education
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Wealth Stewardship
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Tax Advice
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Philanthropy
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Investment Strategy
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Accounting Services
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Corporate Governance, and more
Whether you are looking to build a Family Office strategy from scratch, or you already have a functional Family Office but hope to expand its operations, our services are available to our clients with no added fees.
BMO Family Office aims to provide the best-in-class advice, backed by a depth of knowledge that has been is formed from years of working with the largest and most complex family units. Experiential knowledge is one of the biggest assets available to clients as they can learn first-hand the techniques some of the most influentially prominent families in North America deploy.
It’s in the Name:
Fundamentally, BMO Family Office is an added resource for our qualifying clients who require an intimate strategic consultation to the complex and unique needs that their affluence demands. It’s in the name; BMO’s Family Office is here for the family. This is where the advice begins, evolves from, and ends.
Stewarding wealth across generations and maintaining family harmony is a key goal for any family. And when it comes to families with generational wealth, many unforeseen factors and detractors rear their heads making this goal exponentially more difficult. Having a trusted advisor who can share the lessons from families in the same situation as you, can serve a world of difference.
Areas of Focus for Families:
