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We collaborate with your tax advisors to help minimize your obligations by maximizing tax-advantaged strategies.
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…
Being an entrepreneur provides the opportunity to express your creativity and values through the work you do and to have ownership over every stage o…
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…
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 …
BMO Investment Services There are three big questions in life. How do you want to live now? How do you want to live later? And how do you want things to be after you pass? Of course, the better your plan is, the better your answ…
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…
Amy Griman is the Global President of BMO Family Office, an integrated wealth management provider that serves individuals, families and family offices across their tax, estate, in…
Amy provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. She joined BMO Private Bank in 2015 with nearly 15 years of experience in the financial servic…
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