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Estate and Trust Services
Preserving your wealth for yourself and future generations
You have worked hard to build your family's wealth. It is time to think about preserving it. The best way to safeguard your prosperity is through effective estate and trust planning. BMO Harris Private Banking, through BMO Trust Company, offers a full range of integrated services to help you preserve your wealth for yourself and future generations.
Our experienced Trust Managers will work with you and other professionals on your team such as your lawyer or accountant, to review your situation, understand your goals and objectives, and develop a personalized estate plan. An estate plan can involve wills, powers of attorney, trusts and other solutions to enable you to transfer your wealth to your chosen beneficiaries in a tax-efficient manner.
We are committed to providing you with original ideas and customized solutions that form part of a complete and seamless wealth management strategy. Our Estate and Trust solutions include estate planning, estate administration and trust services.
BMO Harris Private Banking has been helping families like yours protect their assets and transfer their wealth for generations. Allow our experience to benefit your family’s future for generations to come.
National Instrument 24-101
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Meet With Us
Let us help you develop a comprehensive strategy for growing your wealth, and provide the services you need to put this strategy into action. Contact your Personal Advisor, or one of our specialists in your area. |
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