Customized and Integrated Solutions
We bring together and manage on your behalf an extended team of in-house BMO Financial Group experts based on your unique needs and objectives. This includes accountants, lawyers, professionals specializing in credit solutions, cross-border experts, insurance solutions, tax and estate planning services, as well as personal and commercial banking solutions. Together, we work collaboratively to build a total wealth management plan based on your personal situation.
We can also apply these resources to work with your existing team of outside professionals, if that is your preference. Regardless, we will ensure your wealth management needs are fully considered in the development of your family wealth solution.
Working in conjunction with our in-house experts, we’ll deliver cohesive, integrative solutions for even the most complex family situations. An in-depth discovery process considers both your current and future wealth goals and obligations to make certain we design a customized solution that provides you with reassurance that your multiple priorities have all been duly considered and accounted for in our recommendations. You remain at the center throughout the process.