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3 results from “ aging”

3 results from “ aging”

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INSIGHT

Senior Housing and Family Offices: A Mutually Beneficial Partnership

Real estate has long been a fundamental asset class for family offices, given that it can help provide generational wealth thanks to its tax-advantag…

ON THE SITE

Building a legacy

Building a legacy Being there for each other through every life stage, from caring for aging parents to providing financial stability for the next generation. That’s what families do. Whatever you need, whatever your goals, we’l…

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Thought Leader

Hanny Pei-Rodriguez

Director, Estate Settlement Services

BMO Private Bank

Hanny Pei-Rodriguez joined BMO U.S. Bank, Estate Settlement Services in 2020, coming from another large financial institution where she administered special needs trusts, personal trusts, and guardianships accounts. Hanny is also a licensed at…