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The death of a spouse can be one of life’s most painful and difficult experiences. Before embarking on the tasks necessary to manage the result…
Affluent home buyers can often make a choice in how they finance the purchase of a primary or secondary residence. The use of existing liquidity in c…
Owners of family businesses sometimes find themselves spending more time working in the business than working on it, specifically on ensuring its lon…
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…
Family wealth strategies Looking at long-term financial goals and lifestyle objectives, we help families design strategies to build, protect and transition their wealth. Integrating financial and lifestyle objectives Your f…
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…
Based in Los Angeles, Michele is Head of the BMO Wealth Management -U,S, the 8th largest bank in North America with $1.29 trillion in assets. BMO Private Wealth today is com…
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…
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