BMO Family Office comprises a team of experienced professionals helping clients navigate the complexities of substantial wealth. Your wealth allows you the freedom to live life according to your own terms. It also enables you to leave a legacy that you and your family can be proud of.
Working with BMO Family Office provides access to industry-leading expertise, enabling families to steward wealth with purpose across multiple generations, and effectively define and meet lifestyle objectives.
The BMO Family Office approach provides you with:
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.
Learn how BMO Family Office delivers a holistic approach to help with generational wealth.