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Week Ending 08-08-2025. The Through Line: Equity markets have largely been signaling sunny skies ahead – even though recent economic data hint clouds…
Money is emotional. Within families, differing values, financial literacy levels, and expectations around inheritance can create tension and avoidanc…
On July 4, 2025, President Donald Trump signed into law the “One Big Beautiful Bill Act” (H.R.1), While over 900 pages, the following summary address…
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 …
BMO Wealth Connection Get a full view of your financial life with BMO Wealth Connection. Our planning tool links your accounts, whether they’re at BMO or elsewhere, so you can easily keep up to date on your investments and finan…
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…
Garrett Johnson is a Managing Director and and Head of Ultra High Net Worth and Alternatives Banking at BMO Wealth Management Garrett leads the Banking team at BMO Fa…
James Futrell is a Managing Director and Head of Investments with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and …
Marc McKay serves as National Head of BMO’s Trust, Estate & Fiduciary Administration team. In this role, he is responsible for leadership and performance of all of…
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