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We collaborate with your tax advisors to help minimize your obligations by maximizing tax-advantaged strategies.
Key considerations and opportunities for founders, early adopters, and C-suite executives: Executives often have greater potential and opportunity to…
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 …
Real estate has long been a fundamental asset class for family offices, given that it can help provide generational wealth thanks to its tax-advantag…
Tax planning strategies Taxes are one of life’s few certainties. The question is, how do you minimize their impact? We believe it’s done by making the reduction of your tax liabilities an integral part of your wealth plan, not a…
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 …
From draft night to Hall of Fame and every step along the way, BMO Wealth Management offers customized and complete wealth management services designed to meet your unique needs. We focus on athlete clients who have an entrepre…
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…
Dave Bensema is a Managing Director with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital nee…
As the head of BMO Private Bank's Estate Settlement Services group, Laurie leads the post-death team that settles estates and trusts for deceased clients. She also works closely with clients, their advisors and other partners regarding issues re…
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