跳過導覽

BMO 家族辦公室

BMO Family Office comprises a team of experienced professionals helping clients navigate the complexities of substantial wealth. 您的財富可讓您擁有享受隨心所欲的生活方式的自由。您的財富還可讓您留下您與家人都引以為傲的遺產。

Why BMO Family Office?

Working with BMO Family Office provides access to industry-leading expertise, enabling families to steward wealth with purpose across multiple generations, and effectively define and meet lifestyle objectives. 投資組合內持有的 BMO Family Office approach provides you with:

從我們提供給個人與家庭的深厚顧問經驗，為您提供深入見解與觀點
以專精個人尊寵方式提供的機構式平台
取得最正確的人員、知識和專業經驗的服務，掌握獨有的投資契機
專注的遺產規劃，有助於成功管理多個世代的財富
客觀及非傳統的思維方式，讓我們有能力挑戰現狀，並且帶來創新想法

家族辦公室服務

明智地投資
BMO Family Office designs purposeful and disciplined investment strategies by providing a bespoke approach to asset allocation from a household perspective. 我們在業界首屈一指規模龐大的研究與跨境平台，可讓我們針對公開市場及私人市場策略，提供與眾不同的產品及理念。
私人貸款方案
BMO Family Office offers financing and treasury solutions through structured credit lines, specialty assets advice, and lending. 透過我們的商業及私人貸款團隊，我們可為每個獨特的財務狀況提供適用的借貸及現金管理方案。
遺產規劃
BMO Family Office helps families define a purpose for their wealth by designing a comprehensive strategy including a family vision, a practical communication framework for family roles and expectations, and necessary wealth management skills. Coupled with this, BMO Family Office supports individuals and families to reflect on values, interests, and expectations. 我們透過可讓您衡量影響力的教育、諮詢、行政管理及架構來協助家庭為慈善事業付出努力。