Episode 44: Family Financial Planning Across Generations with Shelley Forsythe

R. Adam Smith hosts Shelley Forsythe, Director and Family Office Lead at BMO Private Wealth. With extensive experience in family governance, Shelley advises multi-generational families on building resilient structures that balance business priorities with family harmony. She discusses how BMO's platform integrates family office services with wealth management, serving over 700 families globally. Shelley shares insights on successful advisor collaboration, creating flexible roadmaps for legacy planning, and preparing families for business succession. She emphasizes that communication is the foundation of successful family wealth succession planning, requiring ongoing practice rather than one-time discussions.