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We collaborate with your tax advisors to help minimize your obligations by maximizing tax-advantaged strategies.
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…
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 …
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…
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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