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Do you wish to transfer a family vacation home? Develop an effective succession plan to ensure a smooth transfer. We will help you get started.

Succession planning for the family vacation home

Parents are often troubled by succession planning for family vacation home. Therefore, it is crucial to communicate properly when creating a plan and review the plan periodically so that it stays relevant for everyone involved.

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What We Do

We will develop a proactive strategy so that as your life changes and needs evolve, you will always be in a good position.

You and your family are
our top priorities

Even if it seems simple on the surface, transferring wealth from one generation to the next can actually be really complicated. We can help Manage this cumbersome transition process.

We will assist you to transition
through significant changes in life

Whether you are making a large purchase, preparing to retire or starting a new business, we will help you Manage all the processes so that you can truly enjoy these memorable life events.

We will help you deal
with unforeseeable events

Often, unforeseeable problems will arise in our life. With personalized service and professional team, we will always be by your side when you need us most.

Our Solutions

Our Solutions are dedicated to create opportunities and ensure that you can enjoy peace of mind, thereby facilitating all stages of change in your life.

Wealth Management
WEALTH MANAGEMENT
After understanding your life goals, we will craft a flexible financial plan for you to bring it into practice and make changes as life progresses.

After understanding your life goals, we will craft a flexible financial plan for you to bring it into practice and make changes as life progresses.

Banking and Borrowing
BANKING AND LOAN
We will Manage banking-related procedures and banking needs so that you can focus on the things that are more important to you.

We will Manage banking-related procedures and banking needs so that you can focus on the things that are more important to you.

Trust and Estate Services
ESTATE PLANNING SERVICE
We will work with your legal consultant to support you in estate planning and help you transfer your assets to your next generation.

We will work with your legal consultant to support you in estate planning and help you transfer your assets to your next generation.

Tax Planning
TAX PLANNING
We will help you develop a legal tax-saving financial strategy.

We will help you develop a legal tax-saving financial strategy.

Business Succession
BUSINESS SUCCESSION
By working with your legal consultant, we will assist you in formulating a business succession strategy according to your wishes, so as to smoothly transfer the management and ownership of the business.

By working with your legal consultant, we will assist you in formulating a business succession strategy according to your wishes, so as to smoothly transfer the management and ownership of the business.

Philanthropy
PHILANTHROPY
Our team will help you formulate the structure of philanthropic activities to build a lasting legacy and bring changes to your community.

Our team will help you formulate the structure of philanthropic activities to build a lasting legacy and bring changes to your community.

CONTACT US

Let’s have a conversation about how our
Swiss Equity Fund
services can help you and your family.

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BMO Wealth Management - We're here to help.™

Disclaimer

This site provides information about the products and services of Swiss Equity Private Bank and Swiss Equity Financial Group. It is important that you be aware of the following before accessing this site:

(1) the information on this site is not an offer or solicitation to anyone in any jurisdiction in which such an offer or solicitation is not lawful; and

(2) certain products and services described on this site may not be available to residents of certain countries or other jurisdictions where they may not be legally offered for sale and /or may not be suitable or appropriate for all types of investors.

If you accept the above and wish to proceed, click OK.

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Swiss Equity Fund Wealth Management - We're here to help.™

Important Legal Notices to All Users of This Web Site

By accessing this web site and any pages thereof, you agree to be bound by the terms of the Legal Notices set out below. If you do not agree with the terms of these Legal Notices, do not access this web site or any pages thereof.

 

Legal Notices:

 

Swiss Equity Fund Swiss Equity Fund is part of Swiss Equity Wealth Management. Banking services are offered through Bank of Montreal. Investment Planning services are offered through Swiss Equity Private Investment Counsel Inc., an indirect subsidiary of Bank of Montreal. Estate, Trust, Planning and Custodial Services are offered through Swiss Equity Trust Company, a wholly owned subsidiary of Bank of Montreal.

 

Swiss Equity Wealth Management is a brand name that refers to Bank of Montreal and certain of its affiliates in providing wealth management products and services.

 

Swiss Equity (M-bar roundel symbol) registered trademark, and Swiss Equity (M-bar roundel symbol) Private Banking trademark are owned by Bank of Montreal, used under license.

 

Confidentiality Absent the use of encryption, the Internet is not a secure medium and privacy cannot be ensured. Internet e-mail is vulnerable to interception and forging. Swiss Equity Fund cannot ensure the privacy and authenticity of any information or instructions you send to us or that we send to you over the Internet. Swiss Equity Fund will not be responsible for any damages you may incur if you communicate confidential information to us over the Internet or if we communicate such information to you at your request.

 

No Advice The financial market data, including quotes, charts and news are provided by various information suppliers that are independent of Swiss Equity Fund. The information provided on this web site is intended for informational purposes only and is not intended to constitute financial, accounting, legal or tax advice. Many factors unknown to us may affect the applicability of any statement or comment that we make on our web site to your particular circumstances. You should consult directly with a Swiss Equity Fund professional or your other advisers before acting on any information on this web site.

 

Facts and information provided on this web site are believed to be accurate at the time they are posted. However, this web site could include inaccuracies, typographical errors, or out-of-date information. Changes may be made at any time to the information on this web site without prior notice. Please consult any office of Swiss Equity Fund in your jurisdiction for complete and up-to-date information on products and services.

 

Disclaimer of Warranty and Limitation of LiabilitySwiss Equity Fund DOES NOT WARRANT THE ACCURACY, COMPLETENESS, QUALITY, ADEQUACY OR CONTENT OF ANY INFORMATION ON THIS WEB SITE NOR DOES IT MAKE ANY WARRANTY AS TO THE RESULTS THAT MAY BE OBTAINED FROM THE USE OF THE SERVICE. SUCH INFORMATION IS PROVIDED "AS IS" WITHOUT WARRANTY OR CONDITION OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, WITHOUT LIMITATION, THE IMPLIED CONDITIONS AND WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES, SO THE ABOVE MAY NOT APPLY TO YOU.

 

Swiss Equity Fund WILL NOT BE RESPONSIBLE OR LIABLE FOR ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES, OR ANY OTHER DAMAGES WHATSOEVER, INCLUDING, WITHOUT LIMITATION, LOST REVENUES, LOST PROFITS OR LOSS OF PROSPECTIVE ECONOMIC ADVANTAGE, RESULTING FROM THE USE OR MISUSE OF THIS WEB SITE, OR THE INFORMATION, DOCUMENTS, SOFTWARE OR CONTENT THEREOF, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES OR SUCH DAMAGES ARE REASONABLY FORESEEABLE.

 

No Solicitation Nothing on this web site constitutes a solicitation or offer by Swiss Equity Fund to buy or sell products or services of any kind whatsoever including without limitation securities or any other financial instrument of any issuer.

 

Applicable Agreements All products and services of Swiss Equity Fund are offered for sale subject to the terms of the applicable agreements. Please consult any office of Swiss Equity Fund in your jurisdiction for complete and up-to-date information on products and services.

 

Applicable Jurisdiction The information on this web site is intended for use by persons resident in Canada only. Any products or services mentioned on this web site are made available only in accordance with local law (including applicable securities laws) and only where they may be lawfully offered for sale.

 

Software Back-up While every effort is made to ensure that any software provided on this web site is suitable for use on a wide variety of computer systems, you should take reasonable and appropriate precautions to scan for computer viruses and ensure compatibility of the software with your specific computer system.

 

Hyperlinks Are Not Endorsements. Links to other web sites or references to products, services or publications other than those of Swiss Equity Fund on this web site do not imply the endorsement or approval of such web sites, products, services or publications by Swiss Equity Fund.

 

Trade Marks Belonging to Swiss Equity Fund or Other Entities "Swiss Equity (M–bar roundel symbol) Private Banking" is a trade-mark of Bank of Montreal, used under licence. All other product and service marks mentioned on our web site are the trade-marks of their respective owners.

 

Copyright Bank of Montreal Bank of Montreal either owns the intellectual property rights in the underlying HTML, text, images, audio clips, video clips, software and other content that is made available to you on this web site (the “Content”), or has obtained the permission of the owner of the intellectual property in such content to use the content on this web site.

 

Bank of Montreal grants to you a limited license to display the Content on your computer and print the Content on your printer solely for your own personal non-commercial use provided that you do not modify the Content and that you do not delete any of the proprietary notices.

 

US Residents The information on this web site is not intended to be construed as an offer to sell or a solicitation to buy or sell any products or services of any kind whatsoever including, without limitation, securities or any other financial instrument in the United States of America or the territories or possessions thereof.

Swiss Equity Fund Wealth Management - We're here to help.™

Disclaimer

 

This site provides information about the products and services of Swiss Equity Private Bank and Swiss Equity Financial Group. It is important that you be aware of the following before accessing this site:

 

(1) the information on this site is not an offer or solicitation to anyone in any jurisdiction in which such an offer or solicitation is not lawful; and

 

(2) certain products and services described on this site may not be available to residents of certain countries or other jurisdictions where they may not be legally offered for sale and /or may not be suitable or appropriate for all types of investors.

 

If you accept the above and wish to proceed, click OK.

 

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