Services

Your needs are multi-dimensional. So are our capabilities.

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)

 

Together with you on your journey

Wherever life takes you, through continuous discovery rooted in planning, we will be there to provide industry-leading solutions, while bringing the full breadth of BMO Private Wealth’s resources to keep you on track to your goals, and focused on what matters most: you.