Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, welcomes back Pratik Patel, Head of U.S. Wealth Planning for BMO Wealth Management, to explore the rapidly expanding Family Office landscape.
They examine what Family Offices are, how they serve ultra-high-net-worth families, and the key factors driving significant industry growth in recent years. The conversation covers different Family Office structures, core services provided, and important considerations for families evaluating whether to establish their own Family Office.
Pratik shares insights on emerging trends and the evolving role of the Family Office in today's wealth management environment.
Beyond the Portfolio Podcast: The Family Office Evolution: Structure, Growth, and Strategic Considerations
Our experts explore the rapidly expanding Family Office landscape.
