Personal
Business
Wealth
Your business is your passion and pride and an important part of your family’s current and generational prosperity.
Key considerations and opportunities for founders, early adopters, and C-suite executives: Executives often have greater potential and opportunity to…
For entrepreneurs who love running their businesses and intend to do so for a long time, succession planning can feel like a distant or irrelevant …
Many issues can keep a small business owner up at night, but one threat near the top of the list is a cyber attack. According to a 2024 report by the…
Doing business Running a business is complicated enough. It gets even harder when your personal wealth is closely connected to your business. Whether you’re a sole proprietor or an owner of a large corporation, we can help you n…
The whole is greater than the sum of its parts. Whether you’re looking to create a new trust or modify and move an existing one, it’s the collective possibilities of Delaware trust law that make it an attractive …
Derek Garland serves as Director, Business Owner Strategist on the BMO BOSS–Business Owner Strategies & Solutions team, a specialized group of professionals that provides sophisticated wealth transfer, succession and transition planning gu…
Alexis Sumner, JD, is a Vice President and Senior Wealth Planning Strategist with BMO Private Bank. Alexis provides customized financial planning solutions to high-net-worth individuals and families as part of an overall personal wealth management s…
Amy Hale, Regional President with BMO Wealth Management U.S. Amy oversees a team of professionals dedicated to providing high net worth individuals, families and organizations,…
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