Family Office

A Family Office Approach to Wealth Management

Wealth planning requires professional attention that acknowledges all your goals in life – not just financial goals. The Harwood group of BMO Nesbitt Burns understands all the importance of taking a holistic approach to wealth management. Our discipline is to evaluate every aspect of your financial life in combination to create an optimal structure that serves your needs and objectives. Our objective is to deliver the breadth and depth of the banks capabilities of managing substantial wealth through an integrated planning and advisory approach. Focusing on investments, taxes and estate services, risk and family capital needs, legacy planning, and family wealth strategies; we are dedicated to providing objective informed advice to our clients by sharing insights from our family relationships. It’s about enjoying your success, spending time with your family, creating a legacy.