BMO Family Office
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 option. With a tested direction trust statute backed by extensive experience in the region, our team can help you take advantage of a number of planning opportunities, including:
We offer a local, boutique approach to trust administration backed by the experience and efficiency of BMO Financial Group, one of North America’s premier financial services organizations.
We get to the heart of your unique challenges, from sensitive family dynamics to business succession planning. That means no pre-built solutions.
Delaware trust law can get complicated. We give you direct access to the resources that can guide you through the nuances and intricacies.
Partnering with our clients is a given. But we go a step further by collaborating closely with advisors to get the best outcomes possible.
We work with co-fiduciaries and family offices to ensure you have the services that make the most sense for you. Our options range from full trustee services that include investments to more straightforward choices like directed and administrative trustee services.
In Delaware, a trust’s existence, terms and assets are all private and off the public record. We can help you set up a special offering available in the state called a quiet trust. As the name suggests, it restricts a beneficiary from knowing about the trust for a period of time. This makes quiet trusts advantageous in many situations, including:
We help preserve and protect assets through a variety of creditor protection strategies and irrevocable trusts. These offerings are geared towards specific types of clients, including:
Part of what makes Delaware appealing is the opportunity to modify existing trusts to meet you and your family’s current needs. We can work with your legal advisor to develop a strategy that’s appropriate for you and your family, including non-judicial settlement agreements, mergers, decantings and consent petitions.
Monday through Friday (excluding holidays) 7:30 a.m. to 5:00 p.m. Central Time
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