Family office for wealth owners

For some, wealth is a life well lived. For others, it’s an enduring family legacy. However you define it, having a wealth plan with purpose can help guide the decisions that bring your family closer to its goals. Drawing on our experience, we can help you navigate the complexities of managing substantial wealth.

How we work with you

We take the time to understand your financial goals and lifestyle expectations.

We develop and implement a tailored solution that you can be confident in.

We reaffirm or adapt your family wealth strategy to fit your life along the way.

Our Services

Lending and cash management

Our team of wealth and family office professionals offer strategic, objective advice on debt capital sourcing, customized debt financing and banking solutions.

Family estate and trust services

We provide an extensive and experienced management team of trust professionals focused on families and generational trust administration.

Family wealth strategies

We assist families in strategically integrating their wealth with long-term financial goals and lifestyle objectives.

Investing

We design and manage bespoke investment strategies supported by extensive research and detailed performance reporting.

Form CRS and ADV Part 2A

Insights

Mid-week Market Update 05-17-23

Click the image below to view our latest Mid-week Marketing Update …

MAY 17, 2023 YUNG-YU MA, PH.D.

May 2023 Market Insights - The Debt Ceiling – Round and Around We Go

The Debt Ceiling – Round and Around We Go With the $31.4 Trillion debt ceiling reached on Ja…

MAY 15, 2023 YUNG-YU MA, PH.D.

Mid-week Market Update 05-10-23

Click the image below to view our latest Mid-week Marketing Update …

MAY 10, 2023 YUNG-YU MA, PH.D.

EXPLORE RELATED INSIGHTS

Leadership and client engagement team

Shannon Kennedy

Head U.S. Advisory and interim Head, U.S. Wealth Management

BMO Wealth Management

Shannon Kennedy is Head U.S. Advisory and interim Head, U.S. Wealth M…

Shannon Kennedy is Head U.S. Advisory and interim Head…

Shannon Kennedy is Head U.S. Advisory and interim Head, U.S. Wealth Management, an integrated wealth management pr…

Carol Schleif, CFA, FSA

Deputy Chief Investment Officer

BMO Family Office

Carol Schleif is the Deputy Chief Investment Officer with BMO Family Offic…

Carol Schleif is the Deputy Chief Investment Officer with B…

Carol Schleif is the Deputy Chief Investment Officer with BMO Family Office, an integrated wealth management provider t…

Rick Pomeroy

Senior Managing Director

BMO Family Office

Rick Pomeroy is a Senior Managing Director, joining the organization in 20…

Rick Pomeroy is a Senior Managing Director, joining the org…

Rick Pomeroy is a Senior Managing Director, joining the organization in 2017 and brings over 20 years of experience hel…

Junior Del Brocco

Managing Director and Head of Banking

BMO Family Office

L. M. Junior Del Brocco is a Managing Director and Head of Banking at BMO …

L. M. Junior Del Brocco is a Managing Director and Head of …

L. M. Junior Del Brocco is a Managing Director and Head of Banking at BMO Family Office, an integrated wealth managemen…

Doug Sullivan

Managing Director

BMO Family Office

Douglas Sullivan is a Managing Director, joining the organization in 2017 …

Douglas Sullivan is a Managing Director, joining the organi…

Douglas Sullivan is a Managing Director, joining the organization in 2017 and has 30 years of experience helping client…

Don Dabisch

Managing Director

BMO Family Office

Don Dabisch is a Managing Director, joining the organization in 2017 and h…

Don Dabisch is a Managing Director, joining the organizatio…

Don Dabisch is a Managing Director, joining the organization in 2017 and has over 25 years of experience in the banking…

Michael Finan, CFA®

Managing Director

BMO Family Office

Michael D. Finan is a Managing Director with BMO Family Office, an integra…

Michael D. Finan is a Managing Director with BMO Family Off…

Michael D. Finan is a Managing Director with BMO Family Office, an integrated wealth management provider that serves ul…

Meeta Yadava, Managing Direct…

Managing Director

BMO Family Office

Meeta Yadava is a Managing Director at BMO Family Office, an integrated we…

Meeta Yadava is a Managing Director at BMO Family Office, a…

Meeta Yadava is a Managing Director at BMO Family Office, an integrated wealth management provider that serves ultra-af…

Mark De Vries, Managing Direc…

Managing Director

BMO Family Office

Mark De Vries is a Managing Director at BMO Family Office, an integrated w…

Mark De Vries is a Managing Director at BMO Family Office, …

Mark De Vries is a Managing Director at BMO Family Office, an integrated wealth management provider that serves ultra-a…

Troy Swaner, Managing Director

Managing Director

BMO Family Office

Troy Swaner is a Managing Director with BMO Family Office, an integrated w…

Troy Swaner is a Managing Director with BMO Family Office, …

Troy Swaner is a Managing Director with BMO Family Office, an integrated wealth management provider that serves individ…

Charles Denson

Managing Director

BMO Family Office

Charles Denson is a Managing Director with BMO Family Office, an integrate…

Charles Denson is a Managing Director with BMO Family Offic…

Charles Denson is a Managing Director with BMO Family Office, an integrated wealth management provider that serves indi…

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Thought leadership

Ken Fujita, Senior Managing D…

Ken Fujita is a Senior Managing Director and the National Head of Life Ins…

Ken Fujita is a Senior Managing Director and the National Head of Life Insurance Premium Finance, U.S. for BMO Family Office…

Ken Fujita is a Senior Managing Director and the National Head of Life Insurance Premium Finance, U.S. for BMO Family Office, an integrated wealth management provider that se…

Mikeal (Mikie) Chambers, Head…

BMO Family Office

Mikie Chambers is the Head of the Ultra Credit Delivery Team at BMO Family…

Mikie Chambers is the Head of the Ultra Credit Delivery Team at BMO Family Office, an integrated wealth management provider …

Mikie Chambers is the Head of the Ultra Credit Delivery Team at BMO Family Office, an integrated wealth management provider that serves individuals, families and family offic…

Yung-Yu Ma, Ph.D.

Chief Investment Strategist

BMO Wealth Management - U.S.

Yung-Yu Ma is the Chief Investment Strategist for BMO Wealth Management in…

Yung-Yu Ma is the Chief Investment Strategist for BMO Wealth Management in the U.S. and joined the organization in 2016. He …

Yung-Yu Ma is the Chief Investment Strategist for BMO Wealth Management in the U.S. and joined the organization in 2016. He brings a dynamic combination of academic achieveme…

James M. Minich

Managing Director

BMO Family Office

Jim joined the organization in 2011 and has over 25 years of experience se…

Jim joined the organization in 2011 and has over 25 years of experience serving large corporate, middle market, and ultra-af…

Jim joined the organization in 2011 and has over 25 years of experience serving large corporate, middle market, and ultra-affluent clientele. Jim is responsible for overseein…

Garb Mechigian

Managing Director

BMO Family Office

Garb Mechigian is Managing Director with BMO Family Office. He joined BMO …

Garb Mechigian is Managing Director with BMO Family Office. He joined BMO in 1994 and has nearly 30 years of experience in t…

Garb Mechigian is Managing Director with BMO Family Office. He joined BMO in 1994 and has nearly 30 years of experience in the financial services industry. Garb is principall…

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