- 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
- 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
-Dedicated philanthropic and legacy planning
-Creation and administration of private foundations
-Effective implementation of tax-efficient strategies
-BMO Charitable Giving Program
- Family education and governance
- Legacy planning
- Cash flow management and financial reporting
- 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
- 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)