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Bringing your philanthropic vision to life—from building a personalized giving strategy to sharing the results of …
Overcoming family dynamics in legacy planning — In the final steps of what seemed like a successful legacy planning process for a large family busine…
Can philanthropic generosity be a source of climate resilience?There’s no denying the heartbreak we feel when climate disasters devastate commu…
Grow the good through philanthropy. Having abundant resources provides you with the opportunity to seek out ways to honor your community and create better outcomes for the organizations you cherish. At BMO, we thrive on growing …
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…
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…
Jon Finney is the Director of Traditional Research at BMO Family Office. Jon joined the firm in 2008 and has more than 15 years of experience in the financial services industry. As the Director of Traditional Research, Jon oversees the re…
Robert Schur is a Director, Fiduciary Advisory Services with BMO Family Office. Robert specializes in understanding and providing customized trust and estate administration for high-net-worth individuals and families and orchestrating the deli…
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