Ultra High Net Worth
Ultra High Net Worth clients have sophisticated needs, which require a specialized service offering. The Parsons Group provides their Ultra High Net Worth clients with access to:
- BMO Family Office Services
- BMO Trust Company Services: estate, trustee, and trusts services (including the enCircle® service program)
- Private & Corporate Banking
- UPersonal and Corporate Lending
- Inter-generational wealth transfer
- Legacy & estate planning
- Trusts - testamentory & inter-vivos
- BMO Charitable Giving
- Portfolio Management
- Tax Planning & Reduction Strategies
- Financial Planning
- Retirement Planning
- Education Planning
- Insurance Solutions