Safeguarding your legacy with precision and care
Our trust and estate professionals oversee the successful implementation of your estate plan to identify planning opportunities and issues. They work in tandem with our wealth planning team to help you maximize the value of your estate, minimize taxes, facilitate the distribution of your estate, and help achieve your objectives and goals.
- Tailored
Customized solutions designed to honour your wishes.
- 资深
Specialized guidance from our trust, estate and tax planning professionals.
- Trusted
Your needs are handled with the utmost care, expertise and compassion.
Our seamless approach for all your objectives
Navigating the complexities of trust and estate planning can be daunting, and at BMO we get that. With our deep expertise and sensitive guidance, we make the overwhelming manageable to give you the reassurance that your estate will be distributed as you want it to be.
We prioritize open communication, ensuring that everyone has a clear understanding of your intentions and wishes for your family, charities, and others you care about. Together, we'll create a customized and tax-efficient estate plan that articulates your wishes and goals.
Our depth of expertise allows us to offer a range of services
With our wide range of estate and trust services, we can assist you in growing, protecting, and tax-consciously transitioning your wealth, supported by our full suite of BMO Private Wealth offerings:
专业的遗产清算和受托人服务- Estate trustee representation during litigation
- Financial care and management with concierge services
- Investment administration to ensure control and oversight of your investments
- 本土信托服务
- Professional assistance for appointed executors, trustees or attorneys for property
- Escrow agent services with the ability to grow escrow funds while in custody
- 支持您的慈善目标的慈善解决方案
- 退休补偿安排
