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37 results from “trust and estate”

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Senior Housing and Family Offices: A Mutually Beneficial Partnership

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…

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Inheriting family wealth: How to prepare

For many high-net-worth individuals with children, amassing wealth may be the easy part; successfully passing down that wealth to their children is w…

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Tax-Smart Education Planning

Whether you are a new parent looking to provide for your child’s college education or you are thinking about going back to school yourself, with some…

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BMO Delaware Trust

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 …

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BMO U.S. Wealth Management - Sports Management Practice

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…

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Banking & Borrowing

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…