Jim Cody

Jim joined the organization in 2000 and has more than 25 years of professional experience. Jim is responsible for the enterprise-wide delivery of comprehensive family office solutions to individuals and families of substantial wealth. Jim specializes in philanthropy, estate, and trust planning, and counsels clients on sophisticated tax saving, wealth preservation and wealth transfer strategies. 

Prior to joining BMO Family Office, Jim led the Estate and Trust practice group for a San Francisco area law firm, where he practiced law for over 17 years.

Mr. Cody earned a BA degree in economics from Yale University in New Haven, Connecticut, an MBA from the Graduate School of Business at the University of California, Berkeley, and he holds a JD from the University of California Hastings College of the Law, Berkeley. Jim is a member of the State Bar of California, and is certified as a specialist in Estate Planning, Trust and Probate Law by the California Board of Legal Specialization of the State Bar of California. Jim is also a Fellow of the American College of Trust and Estate Counsel (ACTEC). He serves on the Board of Trustees of Mills-Peninsula Hospital Foundation, where he is currently the Treasurer, and is the Chairman of its Planned Giving Committee  and Finance Committee.