Expansive capabilites to meet your vast range of needs

Platinum Banking

  • Traditional banking and payment solutions
  • Specialized, custom lending strategies
  • Investment-secured debt leveraged solutions
  • Complex credit structuring
  • Monetization of specialty assets
  • Cross-border banking and mortgage services
  • Custody selection

Family Wealth Services

  • Living and Familky Trusts, Wills
  • Estate planning, management and litigation (trusts, holdcos, multiple beneficiaries)
  • Attorney for Property, Executor, Trustee or Court-Appointed Personal Representative
  • Trust administration and structuring
  • Agest services for ongoing tasks (eg. tax compliance)
  • Escrow arrangements
  • enCircle concierge platforms (comprehensive management)

 

Investment Management

  • Access to best-in-class investment management platforms
  • Discretionary (managed) investment solutions
  • Open architecture platform
  • Best in class, broad coverage research
  • Active investment management
  • Strategic and tactical asset allocation

Wealth Planning

  • Wealth transfer
  • Tax minimization and cross-border strategies
  • Business valuation and succession
  • Financial and estate planning
  • Insurance and asset review
  • Lifestyle management
  • Pre- and post-IPO planning; exit tactics

 

Philanthropy

  • Dedicated philanthropic and legacy planning
  • Creation and administation of private foundations
  • Effective implementation of tax-efficient strategies
  • BMO Charitable Giving Program

Trust & Estate

  • Family education and governance
  • Legacy planning
  • Cash flow management