"BMO Family Office helps clients navigate the complexities of managing wealth, with expertise across numerous disciplines. With an Enterprise perspective and strong connectivity across each of BMO's businesses, it brings extensive capabilities with a boutique feel. BMO Family Office leads with advice, and helps families contemplating monetization, those holding liquidity, and those seeking guidance on intergenerational wealth transition."
Shannon Kennedy, Global President of BMO's Family Office
BMO Family Office designs purposeful and disciplined investment strategies by providing a bespoke approach to asset allocation from a household perspective. Our extensive, industry-leading research and cross-border platform enable us to provide a differentiated offering and philosophy for both Public and Private Market strategies.
BMO Family Office offers financing and treasury solutions through structured credit lines, specialty assets advice, and lending. With access to our commercial and private lending teams, we provide lending and cash management solutions appropriate for each unique financial situation.
BMO Family Office helps families define a purpose for their wealth by designing a comprehensive strategy including a family vision, a practical communication framework for family roles and expectations, and necessary wealth management skills. Coupled with this, BMO Family Office supports individuals and families to reflect on values, interests, and expectations. We help families in their philanthropic endeavors through education, advisory, administration, and a framework which enables you to measure your impact.