- 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)