Integrated Family Office Services

Manage significant wealth with our bespoke, integrated family office services.

BMO understands that Canada’s wealthiest families lead busy lives that can involve many financial complexities and partners. We are well positioned to bring your family and business the sophisticated, fully integrated, full financial attention of a bespoke investment boutique – combined with the backing of the strength, stability and resources of BMO Financial Group.  We are also able to augment and enhance the existing investment partnerships you already work with to ensure all your premium personal and business banking services are met.

Drawing from our network of BMO Private Wealth partners, I will curate an elite team with the best suited skills, deep experience and nuanced approach to best match your specific needs, preferences and wealth style with distinction.

Our partners include:

·Investment Advisors

·Will reviewers

·Investment Counsel (Portfolio Managers)

·Platinum Banking

·Asset managers

·Investment bankers

·Trust and estate planners

·Risk management experts

·Insurance specialists

·Business succession specialists

·Credit consultants

·Strategic philanthropy consultants

·Tax planners

·Lifestyle and financial services advisors