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BMO Delaware Trust Family Office for Wealth Owners Financial Planning ^† Retirement Planning ^† Brokerage Services ^† Insurance & Risk Management ^† Wealth Planning Banking & Borrowing Investment Management Trust & Estate Strategic Philanthropy Tax Planning Strategies

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Form CRS

To learn more about BMO Family Office, LLC as well as our relationship with you, please review our Client Relationship Summary (Form CRS) and Form ADV Part 2A.

BMO Family Office

BMO Family Office - ADV Part 2A - Jan 2026

BMO Family Office - Client Relationship Summary - Jan 2026