Personal
Business
Wealth
Building and running a successful business can be hugely rewarding, both personally and financially, but it comes at a cost.Building and running a su…
Successfully transferring responsibility and wealth in a family business isn’t easy. Without taking family dynamics into consideration, it’s nearly i…
Overcoming family dynamics in legacy planning — In the final steps of what seemed like a successful legacy planning process for a large family busine…
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 …
Building a legacy Being there for each other through every life stage, from caring for aging parents to providing financial stability for the next generation. That’s what families do. Whatever you need, whatever your goals, we’…
Doing business Running a business is complicated enough. It gets even harder when your personal wealth is closely connected to your business. Whether you’re a sole proprietor or an owner of a large corporation, we can help you …
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 U.S. Private Wealth in the Wealth Management group for BMO, the 8th largest bank in North America with $1.29 trillion in assets. …
Paul Majerus is a Business Owner Strategist with BMO Private Bank and a key member of BMO’s Business Owner Strategies and Solutions (BOSS) team, a specialized group of professionals that provides sophisticated wealth transfer, estate and…
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