Platinum Banking •Traditional banking and payment solutions •Specialized, custom lending strategies •Investment-secured debt leveraged solutions •Complex credit structuring •Monetization of specialty assets •Cross-border banking and mortgage services •Custody selection Investment Management •Access to best-in-class investment management platforms •Both fee-based and managed-assets portfolios •Open architecture platform •Best-in-class research •Active investment management •Strategic and tactical asset allocation Philanthropy •Dedicated philanthropic and legacy planning •Creation and administration of private foundations •Effective implementation of tax-efficient strategies •BMO Charitable Giving Program | Family Wealth Services •Family education and governance •Legacy planning •Cash flow management and financial reporting Wealth Planning •Wealth transfer •Tax minimization and cross-border strategies •Business valuation and succession •Financial and estate planning •Insurance and asset review •Lifestyle management •Pre– and post–IPO planning; exit tactics Trust & Estate •Living and Family Trusts; Wills •Estate planning, management and litigation (trusts, holdcos, multiple beneficiaries) •Attorney for Property, Executor, Trustee or Court-Appointed Personal Representative •Trust administration and structuring •Agent services for ongoing tasks (e.g., tax compliance) •Escrow arrangements •enCircle concierge platform (comprehensive management) |