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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

hitting goals icon

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 image for video playback For estate planning, the environment in which…
JULY 27, 2021 PRATIK PATEL
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
While legislation has yet to be proposed for any upcoming tax changes, last Friday the White House …
JUNE 03, 2021 BRAD HERMAN, CFP®, AEP®, CHFC® DAVE BENSEMA, CPA, CFP® JAYNE HARTLEY 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…
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…
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…
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…

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 $3 million in investible assets

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For those with $3 million to $100 million or more in investible assets

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