BMO Private Bank has appointed Rick Kollauf as new estate planning manager.
Bsaed in Milwaukee, Kollauf will provide estate planning expertise for high net worth BMO Private Bank clients across the country, according to BizTimes.
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Kollauf, with 27 years of experience in advising clients of high net worth, most recently served a similar role at Harris myCFO, BMO’s ultra-high net worth arm.
Prior to this, Kollauf also served as director of business and tax planning at Vogel Consulting in Brookfield and a tax manager at Arthur Andersen.
Steve Williams, vice president, financial planning strategy, BMO Private Bank, said: "Truly effective estate planning requires exceptional guidance and advice, and that is exactly what Rick can provide for our clients. His estate planning experience, as well as his tax planning and succession planning skills make him ideal for this critical role."
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