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From executive compensation planning to retain top talent, to tax-advantaged business structuring ideas, to optimizing management of company cash reserves and capital funding we have the specialized knowledge and solutions to help you make the most informed decisions for your long-term business success and the growth of your personal wealth over a lifetime.
Whether you’re selling your business, transitioning it to the next generation or simply looking to create liquidity, there are many planning options to consider. A key to success can be starting this planning early and our team of experienced business strategists can help you chart the best path forward and guide you every step of the way.
Your business and personal life are deeply connected. Our specialized group of professionals has extensive experience designing integrated wealth planning solutions – spanning estate, trust, legacy, charity and next-generation transitioning of wealth – to help address the complexities of sophisticated family situations like yours.
The BMO BOSS - Business Owner Strategies & Solutions team works alongside you and your other advisors, connecting you with our brain trust of talent. We ensure the right knowledge and insights are brought in at the right moment to analyze opportunities and risks, develop scenarios and provide guidance on important decisions. Together, we help you build customized financial solutions to work towards both your business and personal goals – so you can move forward with confidence.
A full suite of services tailored to you
We offer a comprehensive range of solutions and industry knowledge – bringing together the full power of our commercial banking and wealth management teams – to help you pursue your unique goals.
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