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James Wong

Director of Family Enterprise Planning
BMO Family Office

SESSIONS

Getting it Just Right: Understanding the impact and outcomes of a fully integrated estate plan Speaker

Join senior trust and planning professionals at BMO Family Office as they share strategies for effective succession and estate planning for family business owners.  Hear from the people charged with executing estate documents the problems they encounter regularly:  too little planning, which results in chaos; or too much planning, which can lead to unintended consequences such as hamstringing heirs “from the grave.”  Learn effective tools to produce a thoughtful, effective estate plan that makes your vision clear and streamlines decision-making for your family and key family business executives