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monica-safapour

Monica Safapour

National Head, Fiduciary Advisory Services,

BMO Family Office

Monica Safapour heads the Fiduciary practice for BMO Family Office, an integrated wealth management provider. In her role, Monica leads a team of professionals providing comprehensive trust and fiduciary services for ultra-high-net-worth individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs.

 

Drawing on extensive experience in estate planning and fiduciary law, Monica helps clients navigate complex multigenerational planning, trust administration, and governance needs.

 

While Monica began her career in private practice, she has held roles at major financial institutions including Northern Trust and Wells Fargo Private Bank. During her tenure at Northern Trust, Monica led the Estate Settlement Practice for the West and later served as President of the Santa Barbara Region. At Wells Fargo Private Bank, Monica was a Senior Fiduciary Advisory Specialist.

 

Monica earned her law degree from the University of the Pacific – McGeorge School of Law, where she graduated with Distinction and Concentration in Taxation. She went on to earn her LL.M. in tax law from Loyola Law School. Monica earned her undergraduate degree in Political Science from the University of California – Los Angeles.