Personal
Business
Wealth
Bringing your philanthropic vision to life—from building a personalized giving strategy to sharing the results of …
Affluent home buyers can often make a choice in how they finance the purchase of a primary or secondary residence. The use of existing liquidity in c…
Owners of family businesses sometimes find themselves spending more time working in the business than working on it, specifically on ensuring its lon…
Being an entrepreneur provides the opportunity to express your creativity and values through the work you do and to have ownership over every stage o…
Grow the good through philanthropy. Having abundant resources provides you with the opportunity to seek out ways to honor your community and create better outcomes for the organizations you cherish. At BMO, we thrive on growing …
Building a legacy Being there for each other through every life stage, from caring for aging parents to providing financial stability for the next generation. That’s what families do. Whatever you need, whatever your goals, we’l…
Doing business Running a business is complicated enough. It gets even harder when your personal wealth is closely connected to your business. Whether you’re a sole proprietor or an owner of a large corporation, we can help you n…
Matthias joins BMO from National Philanthropic Trust (NPT), where he served as Regional Director of Development for the Midwest. Based in Chicago, he brings more than a decade of experience at the intersection of philanthropy and financial services,…
Jon Finney is the Director of Traditional Research at BMO Family Office. Jon joined the firm in 2008 and has more than 15 years of experience in the financial services industry. As the Director of Traditional Research, Jon oversees the re…
Robert Schur is a Director, Fiduciary Advisory Services with BMO Family Office. Robert specializes in understanding and providing customized trust and estate administration for high-net-worth individuals and families and orchestrating the deli…
Search
Wealth