At the Harrison Wealth Advisory Group, we work closely with the BMO Family Office team. These experienced professionals help us to navigate you through the complexities associated with substantial wealth to bring you the freedom to live life on your own terms and leave a legacy that you and your family can be proud of.

We engage these partners when you need an extra measure of sophistication and service around:


Institutional-style portfolio management

  • Support from world-class Portfolio Managers
  • Access to vetted alternative-investment strategies
  • Rigorous, derisked portfolios diligently diversified following long-term strategies


Family enterprise services

  • Help managing issues at the intersection of personal, family and business matters
  • Family governance strategies for successful intergenerational wealth transfer
  • Assistance to create a family constitution that documents your family's values, principles, objectives, and decision-making processes across the generations
  • Objective mediation to actively manage family conflict
  • Communication coaching and processes to share information about what is owned and how it will be inherited and to separate family issues from business matters


Enhanced client experience

  • Premium events
  • Bespoke, comprehensive, multigenerational solutions
  • Access to exclusive Family Office client events that will surprise and delight


Why BMO Family Office?

Working with BMO Family Office provides access to industry-leading expertise, enabling families to steward wealth with purpose across multiple generations, and effectively define and meet lifestyle objectives.

 

The BMO Family Office approach provides you with:

  • Insights and perspectives from our deep experience in advising individuals and families
  • Institutional-style platform, delivered with a boutique, personal touch
  • Access to the right people, knowledge and expertise, and unique investment opportunities
  • A focus on legacy planning to help successfully steward wealth on a multi-generational level
  • Objectivity and non-conventional thinking, enabling us to challenge the status quo and bring innovative idea generation

 

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