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Managing Director and Head of Family Wealth Strategies
BMO Family Office
Pratik Patel is a Managing Director and Head of the Family Wealth Strategies team with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs.
Pratik oversees the delivery of integrated wealth management advice and client service for ultra-affluent clients. His expertise includes financial planning, tax planning, wealth transfer planning, charitable and philanthropic planning, family governance and education planning and business owner and corporate executive planning.
He has over a decade of experience in the financial services industry. Prior to joining BMO, Pratik was a Corporate VP in the Advanced Planning Group at New York Life Insurance Company where he helped to identify and implement estate, investment, insurance, succession, business and retirement planning concepts to high net worth individuals and business owners. Before NY Life, Pratik worked as an attorney and team lead for Strategic Tax Advisors focusing on multi-disciplinary consulting for advanced estate planning and business initiatives.
Pratik earned his J.D. from Indiana University School of Law, Indianapolis and graduated from the University of Illinois, Chicago with a B.S. in Business Administration.
Pratik loves spending time with his wife and two children where they reside in the Chicago area. He also enjoys golf, traveling, and skiing.