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Family wealth strategies

Looking at long-term financial goals and lifestyle objectives, we help families design strategies to build, protect and transition their wealth.

How we can help you

Integrating financial and lifestyle objectives

Your financial and lifestyle objectives are closely entwined. We focus on helping your family connect the two at every stage of your wealth plan, so you can make the most of your money, for yourself and for the next generation.

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Strategic planning

Have your family wealth purpose, goals and objectives outlined and memorialized for future generations.

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Framework planning

We help you develop a comprehensive wealth blueprint that’s strategically aligned with your wealth purpose.

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Framework components

Get the guidance you need with every aspect of your wealth plan, from income tax planning to risk management to estate and wealth transfer planning.

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Education planning

Gain clarity on roles and expectations surrounding family wealth and support with communication, education and leadership development.

Our team

The people behind the insights
Pratik Patel
Pratik Patel
Head U.S. Wealth Planning
BMO Wealth Management - U.S.
Pratik is Head, U.S. Wealth Planning and is responsible for strategic…
Pratik is Head, U.S. Wealth Planning and is responsibl…
Pratik is Head, U.S. Wealth Planning and is responsible for strategic development and delivery of customized wealt…
Dave Bensema, CPA, CFP¨
Dave Bensema, CPA, CFP®
Managing Director
BMO Family Office
Dave Bensema is a Managing Director with BMO Family Office, an integrated …
Dave Bensema is a Managing Director with BMO Family Office,…
Dave Bensema is a Managing Director with BMO Family Office, an integrated wealth management provider that serves ultra-…

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Monday through Friday (excluding holidays) 7:30 a.m. to 7:00 p.m. Central Time

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Use our easy locator tool to find an advisor who can help you with your wealth management needs.

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Under $2 million in investible assets

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For those above $2 million to $100 million or more in investible assets

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