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119 results from “business owners”

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Business owner standing in front of office
Business owner standing in front of office
Business owner standing in front of office
INSIGHT
wealth planning update
E-Magazine for Business Owners - Volume 1 Issue 2

Business owners invest so much into their businesses – emotionally, physically, and financially. With so much at stake, it is important that th…

OCT 27, 2019
Smiling business woman
Smiling business woman
Smiling business woman
INSIGHT
wealth planning update
E-Magazine for Business Owners - Volume 1 Issue 1

As an owner of a private business you face the difficult challenge of balancing the needs of your business with the needs of yourself and your family…

SEP 23, 2019 BMO WEALTH MANAGEMENT - U.S.
Executives shaking hands
Executives shaking hands
Executives shaking hands
INSIGHT
A Window of Opportunity: Weighing Your Options in the Current Business Environment

With potential changes to tax laws looming and a mergers and acquisitions market that’s on fire, it’s an important time for business…

JUN 29, 2021 JAYNE HARTLEY
ON THE SITE
BMO Delaware Trust

The whole is greater than the sum of its parts. Whether you’re looking to create a new trust or modify and move an existing one, it’s the collective possibilities of Delaware trust law that make it an attractive …

ON THE SITE
Building a legacy

Building a legacy Being there for each other through every life stage, from caring for aging parents to providing financial stability for the next generation. That’s what families do. Whatever you need, whatever your goals, we’…

ON THE SITE
Doing business

Doing business Running a business is complicated enough. It gets even harder when your personal wealth is closely connected to your business. Whether you’re a sole proprietor or an owner of a large corporation, we can help you …

Anne Booth Brockett
Executive
Anne Booth Brockett
President & Chief Trust Officer
BMO Delaware Trust Company

As the President and Chief Trust Officer, Anne is responsible for the oversight and management of trusts administered by BMO under Delaware law.  Anne joined BMO Delaware Tru…

Paul  Majerus
Thought Leader
Paul Majerus
Business Owner Strategist
BMO Private Bank

Paul Majerus is a Business Owner Strategist with BMO Private Bank and a key member of BMO’s Business Owner Strategies and  Solutions (BOSS) team, a specialized group of professionals that provides sophisticated wealth transfer, estate and…

Pratik Patel
Executive
Pratik Patel
Managing Director and Head of Family Wealth Strategies
BMO Family Office

Pratik Patel is a Managing Director and Head of the Family Wealth Strategies team with BMO Family Office, an integrated wealth management provider that serves ultra-affluent indiv…