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Wealth
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 …
Owners of family businesses sometimes find themselves spending more time working in the business than working on it, specifically on ensuring its lon…
Being an entrepreneur provides the opportunity to express your creativity and values through the work you do and to have ownership over every stage o…
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 …
Banking & borrowing Pursuing your passions. Building your wealth. The two shouldn’t get in the way of each other. We believe the right banking, borrowing and cash management strategies can help accomplish both—for you, your fami…
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…
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 for the Southeast with BMO Wealth Management U.S. Amy oversees a team of professionals dedicated to providing high net worth individuals, families …
Brett Sanchez is a Managing Director and Head of Private Credit at BMO Wealth Management Brett leads the PE Credit team which focuses on providing liquidity solutions to Private Equity and other alternative asset management General Part…
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