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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.

How we work with you

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

growing solutions icon

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

family wealth icon

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.

Insights

 Click the image below to view our latest Mid-week Market Update    …
NOVEMBER 01, 2023 YUNG-YU MA, PH.D.
 Click the image below to view our latest Mid-week Market Update    …
OCTOBER 25, 2023 YUNG-YU MA, PH.D.
 Click the image below to view our latest Mid-week Marketing Update    …
OCTOBER 11, 2023 YUNG-YU MA, PH.D.

Leadership and client engagement team

Shannon Kennedy
Shannon Kennedy
Head U.S. Advisory and Head, U.S. Wealth Management
BMO Wealth Management
Shannon Kennedy is Head U.S. Advisory and Head, U.S. Wealth Managemen…
Shannon Kennedy is Head U.S. Advisory and Head, U.S. W…
Shannon Kennedy is Head U.S. Advisory and Head, U.S. Wealth Management, an integrated wealth management provider t…
test-sep-test-sep
Carol Schleif, CFA, FSA
Chief Investment Officer
BMO Family Office
Carol Schleif is the Chief Investment Officer of BMO Family Office, an int…
Carol Schleif is the Chief Investment Officer of BMO Family…
Carol Schleif is the Chief Investment Officer of BMO Family Office, an integrated wealth management provider that serve…
Rick Pomeroy
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…
junior-del-brocco
Junior Del Brocco
Managing Director and Head of Banking
BMO Family Office
L. M. Junior Del Brocco is a Managing Director and Head of Banking at BMO …
L. M. Junior Del Brocco is a Managing Director and Head of …
L. M. Junior Del Brocco is a Managing Director and Head of Banking at BMO Family Office, an integrated wealth managemen…
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…
mike finan photograph
Michael Finan, CFA®
Managing Director
BMO Family Office
Michael D. Finan is a Managing Director with BMO Family Office, an integra…
Michael D. Finan is a Managing Director with BMO Family Off…
Michael D. Finan is a Managing Director with BMO Family Office, an integrated wealth management provider that serves ul…
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…
Thought leadership
Mikie Chambers is the Head of the Ultra Credit Delivery Team at BMO Family…
Mikie Chambers is the Head of the Ultra Credit Delivery Team at BMO Family Office, an integrated wealth management provider …
Mikie Chambers is the Head of the Ultra Credit Delivery Team at BMO Family Office, an integrated wealth management provider that serves individuals, families and family offic…
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…
Yung-Yu  Ma, Ph.D.
Yung-Yu Ma, Ph.D.
Chief Investment Officer
BMO Wealth Management - U.S.
Yung-Yu Ma is the Chief Investment Officer for BMO Wealth Management in th…
Yung-Yu Ma is the Chief Investment Officer for BMO Wealth Management in the U.S. and joined the organization in 2016. He bri…
Yung-Yu Ma is the Chief Investment Officer for BMO Wealth Management in the U.S. and joined the organization in 2016. He brings a dynamic combination of academic achievements…
James M. Minich
James M. Minich
Managing Director
BMO Family Office
Jim joined the organization in 2011 and has over 25 years of experience se…
Jim joined the organization in 2011 and has over 25 years of experience serving large corporate, middle market, and ultra-af…
Jim joined the organization in 2011 and has over 25 years of experience serving large corporate, middle market, and ultra-affluent clientele. Jim is responsible for overseein…
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…

Contact us

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1-877-225-3863

Monday through Friday (excluding holidays) 7:30 a.m. to 5:00 p.m. Central Time

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Under $2 million in investible assets

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For those above $2 million to $100 million or more in investible assets

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