We offer personalized trust and estate planning services so you feel confident that your assets are protected and transferred to your beneficiaries as you wish.

We provide the right resources, services and experience to ensure your estate and trust plan suits you, your loved ones and your beneficiaries. Our team of more than 100 trust professionals focuses on families and generational trust administration. We serve as trustees, working alongside your advisors to consult and contribute effectively.

Through the services of BMO Trust Company, BMO Private Wealth offers a range of trust and estate solutions, including estate settlement, substitute decision making, trustee services, agency, and trust administration. Contact one of our professionals to discuss your specific needs.

“BMO Wealth Management” is a brand delivering investment management services, trust, deposit and loan products and services through BMO Bank N.A., a national bank with trust powers; family office services and investment advisory services through BMO Family Office, LLC, an SEC-registered investment adviser; investment advisory services ...

BMO Trust Company provides professional services in the planning and administration of insurance trusts. You can appoint BMO Trust Company as trustee and receive professional trust management. How does BMO Trust Company work with you?

Assistance with cross-border complexities to help you to manage US and international properties. Rely on our deep experience, relationships with trusted legal and accounting specialists, and networks of connections at BMO Financial Group.

Recognizing that trusts can be an important part of your overall estate plan, your BMO Nesbitt Burns®Investment Advisor has partnered with BMO Trust Company to provide access to trust planning and services. Selecting a trustee who will be managing the trust’s assets is one of the key decisions you face when setting up a trust.

A trust fund is designed to hold and manage assets on someone else's behalf, with the help of a neutral, trusted third party. Its function is to defer taxes while protecting your beneficiaries from themselves or others by placing explicit limits on how, when, and …

2023年4月5日 · Trusts do more than protect your legacy, they provide a way to help the next generation learn how to manage wealth responsibly. If you’re wondering whether a trust should be part of your estate planning or if you are looking for a trustee who can help support your legacy, talk with your BMO Private Wealth professional.

BMO Trust can be named as corporate trustee when a trust is established. In this role, they will oversee all aspects of managing the trust – including filing the annual tax return and making distributions to beneficiaries – as well as helping to ensure that the trust is administered prudently, eficiently, impartially and with the highest ...