Why BMO Family Office?

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:

  • Insights and perspectives from our deep experience in advising individuals and families
  • Institutional-style platform, delivered with a boutique, personal touch
  • Access to the right people, knowledge and expertise, and unique investment opportunities
  • A focus on legacy planning to help successfully steward wealth on a multi-generational level
  • Objectivity and non-conventional thinking, enabling us to challenge the status quo and bring innovative idea generation

Family Office Services

Investing Wisely

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.


Private Lending Solutions

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.


Legacy Planning

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.