Creating inter-related wealth planning opportunities and strategies across your business and family can be challenging especially in changing times.
It can be overwhelming to think about what you want out of your business when you retire or are ready to transition your business, but we can help you figure out what you want to achieve, and the key decisions you’ll need to make.
When you’re ready, your BMO Private Wealth professional will introduce you to the Business Advisory & Succession Planning team who will take the time to understand your family business, will work with advisors both inside and outside of BMO, and support you through this personalized process including: When you’re ready, your B.M.O Private Wealth professional will introduce you to the Business Advisory & Succession Planning team who will take the time to understand your family business, will work with advisors both inside and outside of BMO, and support you through this personalized process including:
Education on the sale or succession planning process
Pre-sale strategies and structuring
Valuation considerations and insights
Risk management strategies
Family and business governance matters
Family dynamics
Asset protection strategies
Integrated tax planning
Business transition planning
Wealth transition planning conversations