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Building a legacy

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Family Office for Advisors

Family Office for Wealth Owners

Wealth Planning

JULY 27, 2021

The time for estate planning is now [VIDEO]

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For estate planning, the environment in which you execute your plan is just as critical as having a plan. And today is a perfect environment for high net worth individuals and families to maximize flexibility, minimize taxation, and execute the plan that meets their goals and objectives. Watch and learn more from Pratik Patel, managing director - family wealth strategies for BMO Family Office.

Topics:

estate planning

Pratik Patel

Pratik Patel

Managing Director and Head of Family Wealth Strategies BMO Family Office

Pratik Patel is a Managing Director and Head of the Family Wealth Strategi…

Pratik Patel is a Managing Director and Head of the Family …

Pratik Patel is a Managing Director and Head of the Family Wealth Strategies team with BMO Family Office, an integrated…