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Family office for advisors

We work in tandem with your team to deliver a seamless and exceptional experience for your clients. We customize our approach to meet their specific needs and requirements, supported by our extensive capabilities.

How we work with you

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We partner with you to understand your client’s financial goals and lifestyle expectations.

collaborate icon

We collaborate with you to develop and implement a tailored solution that your client can be confident in.

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We adapt your client’s family wealth strategy to help them stay on track toward their goals.

Our services

Capital advisory

Our dedicated capital advisory service team offers strategic and objective advice on debt sourcing for personal and business needs, capital asset financing for buying or monetizing specialty assets and customized banking solutions.

Fiduciary advisory

We provide an extensive and experienced management team of trust professionals focused on family legacy and generational trust administration.

Family enterprise advisory

We help family office professionals outline and memorialize family office and wealth owner purpose statements, goals, objectives and values—and we help create an integrated family enterprise and family wealth blueprint.

Investment advisory

We design and manage bespoke investment strategies backed by extensive research and detailed investment and performance reporting.

Insights

  Click image for video playback For estate planning, the environment in which…
JULY 27, 2021 PRATIK PATEL
Equities are near all-time highs, but growth expectations are similarly high. According to FactSet,…
JULY 15, 2021 JAY RITTER YUNG-YU MA, PH.D.
WEALTH PLANNING UPDATE
Planning is important in any environment. When done correctly, you will be able to both minimize tr…
JUNE 22, 2021 PRATIK PATEL

Leadership and client engagement team

Shannon Kennedy
Shannon Kennedy
Global President
BMO Family Office
Shannon Kennedy is the Global President of BMO Family Office, an inte…
Shannon Kennedy is the Global President of BMO Family …
Shannon Kennedy is the Global President of BMO Family Office, an integrated wealth management provider that serves…
Rob Gray
Rob Gray
Chief Operating Officer
Rob Gray is the Chief Operating Officer, joining the organization in 2010 …
Rob Gray is the Chief Operating Officer, joining the organi…
Rob Gray is the Chief Operating Officer, joining the organization in 2010 and has over 20 years of management experienc…
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…
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…
troy-swaner
Troy Swaner, Managing Director
Managing Director
BMO Family Office
Troy Swaner is a Managing Director with BMO Family Office, an integrated w…
Troy Swaner is a Managing Director with BMO Family Office, …
Troy Swaner is a Managing Director with BMO Family Office, an integrated wealth management provider that serves individ…
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…
charles-denson
Charles Denson
Managing Director
BMO Family Office
Charles Denson is a Managing Director with BMO Family Office, an integrate…
Charles Denson is a Managing Director with BMO Family Offic…
Charles Denson is a Managing Director with BMO Family Office, an integrated wealth management provider that serves indi…
Thought leadership
Michael Stritch
Michael Stritch, CFA
Chief Investment Officer BMO Wealth Management, U.S.
Michael Stritch is Michael Stritch is Chief Investment Officer, BMO Wealth…
Michael Stritch is Michael Stritch is Chief Investment Officer, BMO Wealth Management – U.S. As head of the Investm…
Michael Stritch is Michael Stritch is Chief Investment Officer, BMO Wealth Management – U.S. As head of the Investment team, Michael chairs the Personal Asset Manage…
Yung-Yu  Ma, Ph.D.
Yung-Yu Ma, Ph.D.
Chief Investment Strategist
BMO Wealth Management - U.S.
Yung-Yu Ma is Chief Investment Strategist for BMO Wealth Management &ndash…
Yung-Yu Ma is Chief Investment Strategist for BMO Wealth Management – U.S.   As Chief Investment Strategist…
Yung-Yu Ma is Chief Investment Strategist for BMO Wealth Management – U.S.   As Chief Investment Strategist, Yung-Yu is responsible for analyzing macroe…
Rosanne M. Peel
Rosanne M. Peel
Director of Capital Advisory Services
BMO Family Office
Rosanne Peel is a Director of Capital Advisory Services with  BMO Fam…
Rosanne Peel is a Director of Capital Advisory Services with  BMO Family Office, an integrated wealth management provid…
Rosanne Peel is a Director of Capital Advisory Services with  BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, familie…
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…
Leslie  Grant
Leslie Grant
Director of Capital Advisory Services
Leslie Grant is a Director of Capital Advisory Services with BMO Family Of…
Leslie Grant is a Director of Capital Advisory Services with BMO Family Office, which advises ultra-affluent families and fa…
Leslie Grant is a Director of Capital Advisory Services with BMO Family Office, which advises ultra-affluent families and family offices across their tax planning, investment…

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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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