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Host Mike Miranda, President, BMO Family Office and Head of InvestmentsBMO Private Wealth sits down with Pratik Patel, Head of U.S. Wealth Planning for BMO Wealth Management, to explore the rapidly expanding Family Office landscape. Learn more:

Link:

 

Subscribe now:
Apple Podcasts https://podcasts.apple.com/us/podcast/beyond-the-portfolio/id1820022074
Spotify: https://open.spotify.com/show/08WwJ0jhn2Z6SL0YwwhO43

 

Transcript: Beyond the Portfolio Podcast - The Family Office Evolution: Structure, Growth, and Strategic Considerations

 

michael miranda photograph
Michael Miranda, CFA®

President, BMO Family Office and Head of Investments, Wealth

Pratik Patel
Pratik Patel

Head U.S. Wealth Planning BMO Wealth Management - U.S.

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