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JUNE 22, 2020

From business owner to wealth owner: 5 ways your family wealth is like a business {VIDEO}

As a business owner, you know it’s important to have a clear vision and strategic plan. That’s true for your family wealth too. For ultra-high net worth families, looking at family wealth the lens of a business can be instructive and can help you achieve your wealth goals and objectives. Steve White, managing director, shares five ways a business and family wealth are alike.

 

Stephen White
Stephen White
Managing Director
BMO Private Bank
Steve oversees a team of skilled professionals dedicated to providing high…
Steve oversees a team of skilled professionals dedicated to providing high net worth individuals, families, privately held b…
Steve oversees a team of skilled professionals dedicated to providing high net worth individuals, families, privately held businesses and nonprofit organizations with a full …