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.

CONNECT WITH A PROFESSIONAL

How we work with you

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

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

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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Insights

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EXPLORE RELATED INSIGHTS

Leadership and client engagement team

Amy Griman

Global Head, BMO Family Office

Amy Griman is the Global President of BMO Family Office, an integrated wea…

Amy Griman is the Global President of BMO Family Office, an…

Amy Griman is the Global President of BMO Family Office, an integrated wealth management provider that serves individua…

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…

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…

Rick Pomeroy

Senior Managing Director

BMO Family Office

Rick Pomeroy is a Senior Managing Director, joining the organization in 20…

Rick Pomeroy is a Senior Managing Director, joining the org…

Rick Pomeroy is a Senior Managing Director, joining the organization in 2017 and brings over 20 years of experience hel…

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…

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

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…

Michael Finan, CFA®

Managing Director

BMO Family Office

Michael D. Finan is the Chief Investment Officer and Managing Director wit…

Michael D. Finan is the Chief Investment Officer and Managi…

Michael D. Finan is the Chief Investment Officer and Managing Director with BMO Family Office, an integrated wealth man…

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, 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, 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

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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