Wealth Management Services:

  • Planning with a team of experts, BMO Private Wealth offers award-winning wealth management services dedicated to helping affluent families with all aspects of your wealth needs, now and into the future.
  • These include disciplined investment management, complete wealth planning to help your family achieve your long-term goals, and banking and borrowing solutions through BMO Private Banking and BMO Business Banking.

Based on your family’s unique needs and objectives, and according to your deeply held priorities and values, we use a highly personalized approach that can deliver:

 

  • Family/testamentary trust services
  • Investment management
  • Estate administration
  • Insurance solutions
  • Estate planning
  • Philanthropic strategies
  • Estate & Power of Attorney for Property litigation support
  • Concierge services

Services we offer include:

Estate Planning & Administration

  • Comprehensive planning to transition wealth to loved ones, friends or charities
  • Fiduciary expertise to administer trusts professionally and objectively
  • Asset protection and tax strategies to help maximize a family’s wealth over time
  • Guidance on managing assets and family members in more than one jurisdiction
  • Strategies to reduce the effect of probate

Specialized Estate & Trust Services

  • Attorney for Property, Executor, Trustee, or Court Appointed Representative services
  • Agent services to provide support to individuals acting in a fiduciary capacity
  • Estate planning that addresses all of your priorities
  • Living, Family and Testamentary Trust services for your family and family business
  • Tax efficient strategies that make a measurable impact and involve your entire family through donations, private foundations and the BMO Charitable Giving Program
  • Assistance with cross-border complexities to help you to manage US and international properties. Rely on our deep experience, relationships with trusted legal and accounting specialists, and networks of connections at BMO Financial Group.
  • enCircle concierge services to fully manage you or your family’s personal and financial responsibilities (e.g., bill payments, investment management, consolidated statements)

Estate Litigation

  • Estate litigation is becoming more prevalent as families become wealthier and more complex and our population ages. Wills and family members’ actions are being challenged in court, causing turmoil.
  • As a corporate fiduciary, BMO Trust Company can become a valuable resource as your court-appointed trustee to objectively administer estates during litigation disputes.

In addition to providing lending services for mortgages and lines of credit, Platinum Banking provides you with access to specialized lending to optimize your cash flow and your wealth management plan, including:

 

  • Financing through personal holding companies
  • Personal financing linked to Commercial financing and Commercial account management
  • Expertise to accommodate or refer requests for large specialty loan products in Canadian or U.S. dollars
  • Business financing for professionals and their companies including commercial real estate financing
  • Specialty loan services, including:
    • Collateralization of investment management accounts
    • Large investment loans
    • Leveraged Life Insurance Program

BMO Family Office specializes in guiding highly successful individuals and families through the complexities of substantial wealth, providing tailored solutions that meet their objectives with confidence.