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BMO Family Office Overview
Type
Multi Family Office
Year Founded
2005
General Information
BMO Family Office is a multi-family office headquartered in Chicago. Founded in 2005, it traces its wealth origin to Bank of Montreal’s banking franchise and advises ultra-wealthy families through investment consulting, tax, estate, trust and philanthropic planning, as well as consolidated reporting. The firm employs multidisciplinary professionals across the United States—delivers integrated wealth planning and investment advisory services.
Contact Information
Website:
https://uswealth.bmo.com/
Year Founded:
2005
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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