Lending and Cash Management

Customized banking from a dedicated team

 

We offer strategic, objective advice on sourcing debt capital, customized debt financing and banking solutions delivered by a dedicated service team.

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We specialize in

Debt Sourcing

We provide strategic advice on sourcing debt capital for personal and business needs –  seeking to optimize terms, conditions and cost.

Capital Asset Financing

We provide customized debt financing for the purchase or monetization of specialty assets such as aircraft, fine art, real estate and private investments.

Customized Banking Solutions

 We provide customized deposit and cash management solutions delivered by a dedicated service team  

Related insights

Explore our global resources and insights to help you make informed decisions and manage your wealth with confidence.

Meet our team

Our dedicated  professionals help you achieve what matters most to you. Learn more about them and get in touch with an advisor today.

Michael

Michael Miranda, CFA®

Managing Director
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Michael

Michael Finan, CFA®

Managing Director
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Tina D.

Tina D. Milligan

Managing Director and Head of the Family Wealth Strategies and Family Enterprise Advisory Team with BMO Family Office
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James M.

James M. Minich

Managing Director
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Amy

Amy Griman

Chief Trust Officer
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Michael

Michael Miranda, CFA®

Managing Director

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Michael

Michael Finan, CFA®

Managing Director

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Tina D.

Tina D. Milligan

Managing Director and Head of the Family Wealth Strategies and Family Enterprise Advisory Team with BMO Family Office

View Profile
James M.

James M. Minich

Managing Director

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Amy

Amy Griman

Chief Trust Officer

View Profile