BMO U.S. Wealth Management has expanded its rapidly growing Law Firm Group with the addition of 18 experienced banking, investment and planning professionals based in California and New York.
Building on the recent appointment of Michele Havens as head of U.S. private wealth, the expansion marks a significant milestone in BMO U.S. Wealth’s growth strategy and significantly enhances its specialized wealth management service offering for lawyers and law firms nationwide.
Composed of experienced private wealth advisers, private bankers, wealth planners and portfolio managers, BMO’s Law Firm Group has provided specialized and dedicated wealth management services to law firms and lawyers for more than four decades. Services include holistic banking, trust, deposits, treasury management and investments for both law firms and lawyers.
The expanded team has vast experience in servicing the largest law firms in the United States and many U.K. and European law firms.