Shape a legacy that fits your unique vision
Get personalized strategies, clear financial insights, and steadfast guidance to help you craft a legacy that mirrors your values and aspirations.
- Custom
Creation of an individually tailored roadmap that reflects your distinct aspirations.
- Comprehensive
A holistic, flexible planning process based on where you are and where you would like to go.
- Counselled
Guided by your values, we provide wise counsel you can rely on to help shape your legacy.
Start the conversation
Answer a few questions about your wealth planning needs, and one of our BMO Private Wealth professionals will reach out.
Our legacy planning approach
At BMO Private Wealth, we take a personalized and comprehensive approach to legacy planning. Our experienced advisors work closely with you to customize a personalized legacy strategy that reflects your unique circumstances and aspirations. Our approach includes:
Determining legacy goals
Whether it’s preserving your family enterprise, transitioning wealth, estate and trust planning or philanthropic endeavours, we delve deep into understanding your goals.
Identifying challenges
We navigate potential challenges together, addressing intricate details to ensure a smooth transition. Our advisors are adept at handling complexities that high net worth individuals like you can face.
Developing legacy plans
Drawing upon our expertise, we develop customized legacy plans that encompass your values and aspirations whether your needs are straightforward or complex. Your plan will be designed to safeguard your wealth and ensure a seamless transfer to future generations.
Taking action
We work with you to implement a flexible roadmap for your legacy plans. We continually adapt your plan as circumstances change to ensure it remains aligned with your intentions. We can also support you with a smooth execution and administration of your plans.
How we can help
- Personalized legacy solutions
- Efficient estate administration
- Charitable giving and legacy
- Special needs trusts
- Wealth preservation strategies
- Protecting your legacy
- Trust services for intergenerational wealth
- Estate and tax planning
- Business succession planning
Commonly asked questions
Start the conversation
Connect with a BMO Private Wealth professional about your needs.