What is Family Office?

 

BMO Family Office is our way to provide integrated wealth management services for Ultra High Net Worth households. These services include Tax and Estate Planning, Investment Counsel, Foundations and Philanthropy, Family Capital as well as Risk Planning.

The implementation of a Family Office allows clients to set clear goals not only for today but for multiple generations.

 

 

 

 

 

 

 

Our Family Office Partners

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Husayn Sidi

Director, BMO Family Office

Husayn is a Director on the BMO Family Office Team where he is the primary contact for wealth professionals outside of the Quebec Market. He is responsible for coordinating the delivery of a specialized suite of services across investments, philanthropy, family governance, planning, and other areas of the business.

Prior to joining the Family Office Team, Husayn was a Partner in a family manufacturing business in charge of leading the growth of the US Business. Prior to this, Husayn spent 10 years in BMO’s Commercial business in various roles, including as Director, Diversified Industries – Corporate Finance Division, where he was responsible for the portfolio management of large public and private companies, and the credit underwriting of complex transactions.

Husayn holds a Bachelor of Arts in Economics from McGill University and was awarded the Dean’s Honour List and is a McGill University Scholarship Recipient. Husayn resides in Toronto.

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Arthur Diochon, CFA

Head, Alternatives Research, Family Office Canada

Arthur has over a decade of experience in the investment industry across all asset classes. As BMO’s Head of Alternative research, he is responsible for providing insight, support and research on the alternative asset class. These responsibilities include alternative portfolio construction for UHNW clients, maintenance of the recommended list and product shelf.

Prior to BMO, Arthur spent over 7 years of his career in a client facing & portfolio management role at another major financial institution. As a result, Arthur has a unique understanding of how alternatives are designed to fit within a broader portfolio to minimize risk and maximize return.

Arthur is a Charter Financial Analyst, Chartered Alternative Investment Analyst and Personal Financial Planner. Arthur’s commitment to a variety of education emphasizes his commitment to thinking broadly while specializing in the unique alternative asset class.