Family Office for Wealth Owners - BMO Wealth Management (2024)

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

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.

Form CRS, ADV Part 2A and Privacy Notice

Insights

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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 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

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 - Private Equity Credit

BMO Wealth Management

Garrett Johnson is a Managing Director and Head of Private Equity Credit a…

Garrett Johnson is a Managing Director and Head of Private …

Garrett Johnson is a Managing Director and Head of Private Equity Credit at BMO Wealth Management.Garrett…

Michael Goldberg

Director - BMO Wealth Management

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…

Call us

1-877-225-3863

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

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For more information on individual Financial Advisors, you may visit adviserinfo.sec.gov; cfp.net/verify-a-cfp-professional

“BMO Wealth Management” is a brand delivering investment management services, trust, deposit and loan products and services through BMO Bank N.A., a national bank with trust powers; family office services and investment advisory services through BMO Family Office, LLC, an SEC-registered investment adviser; investment advisory services through Stoker Ostler Wealth Advisors, Inc., an SEC-registered investment adviser; digital investment advisory and financial planning services through BMO Direct Invest Inc., an SEC-registered investment adviser; and trust and investment management services through BMO Delaware Trust Company, a Delaware limited purpose trust company. “BMO Family Office” is a brand name that refers to BMO Bank N.A., BMO Family Office, LLC, and BMO Delaware Trust Company. The BMO Family Office brand provides family office, investment advisory, investment management, trust, banking, deposit and loan products and services. These entities are all affiliates and owned by BMO Financial Corp., a wholly-owned subsidiary of the Bank of Montreal. BMO Delaware Trust Company operates only in Delaware, does not offer depository, financing or other banking products, and is not FDIC insured. You must be an existing customer of BMO Bank N.A. and enrolled in BMO Digital Banking to qualify for services from BMO Direct Invest Inc. Not all products and services are available in every state and/or location. Family Office Services are not fiduciary services and are not subject to the Investment Advisers Act of 1940 or the rules promulgated thereunder. Investment products and services are: NOT A DEPOSIT – NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE. Capital Advisory Services are offered by a division of BMO Bank N.A. Member FDIC Equal Housing Lender NMLS #401052

BMO Private Bank is a brand name used in the United States by BMO Bank N.A. Member FDIC. Not all products and services are available in every state and/or location.

This information is being used to support the promotion or marketing of the planning strategies discussed herein. This information is not intended to be legal advice or tax advice to any taxpayer and is not intended to be relied upon as such. BMO Bank N.A. and its affiliates do not provide legal advice or tax advice to clients. You should review your particular circ*mstances with your independent legal and tax advisors.

Estate planning requires legal assistance which BMO Bank N.A. and its affiliates do not provide. Please consult with your legal advisor.

Banking products are subject to approval and are provided in the United States by BMO Bank N.A. Member FDIC

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