Select Region/Language


We are a high touch, high service wealth consulting group that specializes in serving ultra-affluent individuals, families and family offices with independent and objective advice to help them grow and preserve their wealth.



Our experts are here to help you achieve what matters most to you.
Learn more about our team members and get in touch with one today.


Tina D. Milligan

Managing Director with BMO Family Office

Profile Send A Message
Call three one two -four six one -five zero six six


Great wealth is typically accompanied by complexity, risk and highly interdependent issues. Our Family Office Services are designed to help you navigate the myriad of activities, decisions and professional relationships necessary to safeguard, manage, and transition your wealth to future generations.


We offer a custom-built, partner-level staffed platform to advise, integrate and execute across your income tax, philanthropic, estate and wealth transfer, risk management, lifestyle and/or financial reporting needs.


You can count on us to provide the following capabilities:


  • Acting as your outsourced family office, we can serve as the central hub for the management of your tax, philanthropic, wealth transfer, risk management, lifestyle and family financial reporting needs.


  • If you already have established your own family office, we partner and collaborate well with your existing team and advisors. You can select from our broad range of services to augment or enhance your current capabilities.


  • If you are evaluating the merits of establishing your own private family office, retaining a multi-family office or pursuing elements of both approaches, we have the experience, knowledge and domain expertise to assist you in identifying the most appropriate structure.


Whether we help manage all or a part of your financial picture, our seasoned Family Office Services professionals deliver an integrated approach that will unify all of your advisors and strategies towards a common goal of executing with one voice.


Explore our resources and insights to help you make smarter decisions and help you manage your wealth to its fullest potential.



Jan 99, 2099 | Primary Category, Secondary Category | Name of Author
short description goes here


Let’s talk about your wealth management needs.