Pratik Patel is a managing director and head of the Family Wealth Strategies team at BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs.
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On Tax & Estate PlanningThe sunset of the estate tax exemption may seem far off, but the decisions you make now could mean the difference in thousands or even millions for your family later.
Talking about wealth can be an uncomfortable topic for many families, but passing down assets shouldn’t be left to just happen. Recipients may not be prepared or want to take on the responsibility of managing the assets, be it a family business or property.