Rick Kollauf has been named estate planning manager at BMO Private Bank.
He will provide estate planning expertise for high net worth BMO Private Bank Clients across the country from Milwaukee.
Kollauf has 27 years of experience in advising clients of high net worth. He most recently served in a similar role at Harris myCFO, BMO’s ultra-high net worth arm. Kollauf also worked as director of business and tax planning at Vogel Consulting in Brookfield and a tax manager at Arthur Andersen.
He holds a juris doctor degree and a certified public accountant designation.
“Truly effective estate planning requires exceptional guidance and advice, and that is exactly what Rick can provide for our clients,” said Steve Williams, vice president, financial planning strategy, BMO Private Bank. “His estate planning experience, as well as his tax planning and succession planning skills make him ideal for this critical role.”
