BMO Family Office
Our team of more than 100 trust professionals focuses on families and generational trust administration.
We serve as trustees, working alongside your advisors to consult and contribute effectively.
Our dedicated trust tax team focuses on generation-skipping transfer taxation.
Oversight, testing and compliance are managed by an established fiduciary risk management team.
Use our easy locator tool to find an advisor who can help you with your wealth management needs.
Under $3 million in investible assets
For those with $3 million to $100 million or more in investible assets
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