BMO Family Office
We provide the right resources, services and experience to ensure your estate and trust plan suits you, your loved ones and your beneficiaries.
Our team of more than 100 trust professionals focuses on families and generational trust administration.
We serve as trustees, working alongside your advisors to consult and contribute effectively.
Our dedicated trust tax team focuses on generation-skipping transfer taxation.
Oversight, testing and compliance are managed by an established fiduciary risk management team.
Monday through Friday (excluding holidays) 7:30 a.m. to 5:00 p.m. Central Time
Use our easy locator tool to find an advisor who can help you with your wealth management needs.
Find a BMO Investment Services financial advisor
Under $2 million in investible assets
For those above $2 million to $100 million or more in investible assets
Schedule a call with one of our wealth advisors.
All fields are mandatory, unless marked optional.
The information you provided above will be used in accordance with the terms of our Privacy Policies.