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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.

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How we work with you

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

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

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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.

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Leadership and client engagement team

amy-hale
Amy Hale
Regional President - Southern & Central Regions
BMO Wealth Management - U.S.
Amy Hale, Regional President with BMO Wealth Management U.S. Amy overse…
Amy Hale, Regional President with BMO Wealth Management U.S…
Amy Hale, Regional President with BMO Wealth Management U.S. Amy oversees a team of professionals dedicated to provi…
Pratik Patel
Pratik Patel
Head U.S. Wealth Planning
BMO Wealth Management - U.S.
Pratik is the US Head of Planning for BMO Wealth Management and is respons…
Pratik is the US Head of Planning for BMO Wealth Management…
Pratik is the US Head of Planning for BMO Wealth Management and is responsible for the strategic development and delive…
test-sep-test-sep
Carol Schleif, CFA, FSA
Chief Market Strategist
BMO Private Wealth
Carol Schleif is the Chief Market Strategist of BMO Private Wealth, an int…
Carol Schleif is the Chief Market Strategist of BMO Private…
Carol Schleif is the Chief Market Strategist of BMO Private Wealth, an integrated wealth management provider that serve…
garrett-johnson
Garrett Johnson
Managing Director and Head of Ultra High Net Worth and Alternatives Banking
BMO Wealth Management
Garrett Johnson is a Managing Director and and Head of Ultra High Net Wort…
Garrett Johnson is a Managing Director and and Head of Ultr…
Garrett Johnson is a Managing Director and and Head of Ultra High Net Worth and Alternatives Banking at BMO Wealth Mana…
michael-goldberg
Michael Goldberg
Managing Director
BMO Wealth Management
Michael Goldberg is a Managing Director with BMO Family Office, an integra…
Michael Goldberg is a Managing Director with BMO Family Off…
Michael Goldberg is a Managing Director with BMO Family Office, an integrated wealth management provider that serves ul…
Doug Sullivan
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
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…
james-futrell
James Futrell
Managing Director
BMO Family Office
James Futrell is a Managing Director and Head of Investments with BMO Fami…
James Futrell is a Managing Director and Head of Investment…
James Futrell is a Managing Director and Head of Investments with BMO Family Office, an integrated wealth management pr…
meeta-yadava
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
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…
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Thought leadership
ken-fujita
Ken Fujita, Senior Managing D…
BMO Family Office
Ken Fujita is a Senior Managing Director and the Head of Banking and Lendi…
Ken Fujita is a Senior Managing Director and the Head of Banking and Lending Originations for BMO Family Office, an integrat…
Ken Fujita is a Senior Managing Director and the Head of Banking and Lending Originations for BMO Family Office, an integrated wealth management provider that serves individu…
Garb Mechigian
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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