Personal
Wealth
Business
Commercial
Capital Markets
Select Region/Language
US
English
Canada
English Français
China
中文
BMO Wealth logo
Services open menu icon

Services*

See all solutions

BMO Delaware Trust Company

*Services offered though BMO Private Bank, BMO Family Office and/or BMO Delaware Trust Company

Needs open menu icon

Needs

See all needs

Looking for something else?

Why BMO
Insights
Who We Serve open menu icon

Who We Serve

Who We Serve
Find a Wealth Professional

Trending Insights

Estate planning: Act now before the sun sets on these estate planning tax breaks An entrepreneur's guide to wealth planning Tax aware borrowing

Our Services*

BMO Delaware Trust Family Office for Wealth Owners Financial Planning † Retirement Planning † Brokerage Services † Insurance & Risk Management † Wealth Planning Banking & Borrowing Investment Management Trust & Estate Strategic Philanthropy Tax Planning Strategies
See all services
Hide all services

†Service offered through BMO Investment Services

We’re coming up empty for insights on “SEARCH_QUERY”

We’re coming up empty for services on “SEARCH_QUERY”

†Service offered through BMO Investment Services

We’re coming up empty for team members on “SEARCH_QUERY”
We’re coming up empty for “SEARCH_QUERY”

Make sure you’ve spelled everything correctly, or try searching for something else

What others are searching for: 2018 taxes 401(k) bmo capital markets charitable donations China

Looking for something else?

Contact us
BMO Wealth logo
Welcome
chevron-left Wealth
Services right
Needs right
Why BMO
Insights
Who We Serve right
Find a Wealth Professional
chevron-left Services
See all solutions

BMO Delaware Trust Company

chevron-left Needs
See all needs

Looking for something else?

chevron-left Who We Serve
Who We Serve
Select Region/Language
US
English
Canada
English Français
China
中文

Looking for something else?

Contact us

22 results from “succession planning”

22 results from “succession planning”

Filter by type
derek-garland
Thought Leader
Derek Garland
Director, Business Owner Strategist on the BMO BOSS- Business Owner Strategies and Solutions team

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…

michele-havens
Executive
Michele Havens
Head of U.S. Private Wealth
U.S. Wealth Management

Based in Los Angeles, Michele is Head of the U.S. Private Wealth in the Wealth Management group for BMO, the 8th largest bank in North America with $1.29 trillion in assets. …

Pratik Patel
Executive
Pratik Patel
Head U.S. Wealth Planning
BMO Wealth Management - U.S.

Pratik is the US Head of Planning for BMO Wealth Management and is responsible for the strategic development and delivery of customized wealth planning services for ultra-affluent…