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BMO Family Office
BMO Family Office was established in 2005 through the combination of prior advisory practices. Its wealth origin sits inside the Bank of Montreal banking...
BMO Family Office
BMO Family Office was established in 2005 through the combination of prior advisory practices. Its wealth origin sits inside the Bank of Montreal banking franchise. The firm provides services to ultra-wealthy families from a Chicago headquarters. Investment activity spans private equity, private credit, hedge funds, real estate, infrastructure and direct co-investments. The firm also maintains exposure to digital assets and philanthropic structures. Geographic reach stays inside North America. Confirmed sector coverage includes healthcare services, climate technology, energy transition and renewables, and financial technology. The firm lists 9990 million USD in assets under management per internal records. It operates additional capabilities in senior housing and maintains the BMO Art Collection. Memberships include the Family Office Exchange, The Family Wealth Alliance, The UHNW Institute and Tiger 21. No dated operational events from the last 24 months appear in available sources. The firm sits inside BMO Financial Corp as a dedicated multi-family office unit. This placement supplies regulatory infrastructure and banking product access that independent multi-family offices lack.
General information
Firm type
Multi Family Office
Year founded
2005
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Chicago, IL, United States
Sector focus
Frequently asked questions
Who runs investment decisions at BMO Family Office?
No individual investment leaders are named in public sources. Decisions sit inside the broader BMO Financial Corp wealth management structure.
How does BMO Family Office source proprietary deal flow?
The firm uses its Bank of Montreal network and participation in Family Office Exchange and Tiger 21 for introductions. Specific sourcing channels remain undisclosed.
Is BMO Family Office structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office. Services include advisory, reporting and planning rather than originating venture-style investments.
Does BMO Family Office participate in fund commitments or only direct deals?
Both fund commitments and direct co-investments appear in its listed activity types. Exact allocation between the two is not published.
Where does the underlying wealth come from?
The platform traces to the Bank of Montreal banking franchise. No specific family principals or branches are identified in available records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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