# BMO Family Office

BMO Family Office is a Multi Family Office based in Chicago, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** uswealth.bmo.com
- **LinkedIn:** https://www.linkedin.com/company/bmofamilyoffice

## Regulatory record

- **CRD number:** 106466
- **SEC file number:** 801-56868
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-24T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106466

## About

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.

## Sectors

- Healthcare Services
- ClimateTech
- Energy Transition & Renewables
- FinTech

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Last updated: 2026-06-03T20:00:00.000Z

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