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 …
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 U.S. Private Wealth in the Wealth Management group for BMO, the 8th largest bank in North America with $1.29 trillion in assets. …
Pratik is Head, U.S. Wealth Planning and is responsible for strategic development and delivery of customized wealth planning services for BMO Private Bank, BMO Investment Ser…
Search
Wealth