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Giving back

Making an impact and building a legacy. There are few things in life that are more rewarding. But when you give back, you want to do it your way. We believe it comes down to building a strategy around your values and vision.

Giving services

Trust & Estate
Personalized wealth transition planning, including asset preservation over generations, customized trust and estate plans and more.
Charitable Giving
Bringing your philanthropic vision to life—from building a personalized giving strategy to sharing the results of your charitable impact.
Tax Planning Strategies
We collaborate with your tax advisors to help minimize your obligations by maximizing tax-advantaged strategies.
Wealth Planning
Smart thinking, smart planning—from portfolio management and banking needs to estate considerations and charitable giving.

Insights for you

Over the next 30 years, it’s estimated that over $30 trillion in financial and non-financial …
OCTOBER 25, 2020
If you think that philanthropy means stuffing checks into postage paid envelopes that arrive in the…
NOVEMBER 26, 2019 BMO WEALTH MANAGEMENT - U.S.
WEALTH PLANNING UPDATE
Discuss these important tax considerations with your advisor before year-end  We’re o…
OCTOBER 30, 2019 NATHAN BYERS

The people behind the insights

Stephen L. Williams, CFP¨, CIMA¨
Stephen L. Williams, CFP®, CI…
Senior Vice President, Head of Financial Planning, U.S.
BMO Private Bank
Steve oversees the strategic development and delivery of customized financ…
Steve oversees the strategic development and delivery of customized financial planning services to high net worth individual…
Steve oversees the strategic development and delivery of customized financial planning services to high net worth individuals and families throughout the United States. Steve…
Suzie Eyrich
Suzie Eyrich
Financial Planner
BMO Private Bank
Suzie provides customized financial planning solutions to high net worth i…
Suzie provides customized financial planning solutions to high net worth individuals and families as part of an overall pers…
Suzie provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. Suzie joined BMO …
Stephen White
Stephen White
Regional Leader Wealth Planning
Stephen provides customized financial planning solutions to high net worth…
Stephen provides customized financial planning solutions to high net worth individuals and families as part of an overall pe…
Stephen provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. He joined BMO P…
Tom Lenkiewicz
Tom Lenkiewicz,CFP®
Financial Planner
BMO Private Bank
Tom serves as an advisor to high net worth individuals, families and organ…
Tom serves as an advisor to high net worth individuals, families and organizations, including closely-held and family-owned …
Tom serves as an advisor to high net worth individuals, families and organizations, including closely-held and family-owned businesses, endowments and foundations, and assemb…
Kris Yamano
Kris Yamano
Regional Leader of Wealth Planning, U.S.
BMO Private Bank
Kris is the Regional Leader of Wealth Planning for the Western and Sunbelt…
Kris is the Regional Leader of Wealth Planning for the Western and Sunbelt States Region. Kris is based in Scottsdale, Arizo…
Kris is the Regional Leader of Wealth Planning for the Western and Sunbelt States Region. Kris is based in Scottsdale, Arizona, and services clients in Arizona, Seattle, Flor…
Kathleen J. Howe-Hrach
Kathleen J. Howe-Hrach
Senior Wealth Planning Consultant
BMO Private Bank
Kathy provides customized financial planning solutions to high net worth i…
Kathy provides customized financial planning solutions to high net worth individuals and families as part of an overall pers…
Kathy provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. She joined BMO Pr…

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