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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

OUTLOOK FOR FINANCIAL MARKETS
“If you find yourself in a hole, stop digging.” - Will Rogers   Strained bu…
OCTOBER 22, 2020 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
The U.S. election is in the home stretch, but this has been an election season unlike any other. Gi…
OCTOBER 19, 2020
CURRENT MARKET NEWS
The September 16 Federal Reserve statement and press conference marked the first formal projections…
SEPTEMBER 17, 2020 YUNG-YU MA, PH.D.

Our team

Executive leadership
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…
Rick Pomeroy
Rick Pomeroy
Senior Managing Director
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
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
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…
Amy Griman
Amy Griman
National Head of Trust and Estate Services
Amy oversees the personal trust offering and administration services for u…
Amy oversees the personal trust offering and administration…
Amy oversees the personal trust offering and administration services for ultra-high net worth individuals and families.…
James M. Minich
James M. Minich
Managing Director
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 o…
Jim joined the organization in 2011 and has over 25 years of experience serving large corporate, middle market, and ult…
Jim Minich
Jim Minich
Managing Director
BMO Family Office
mike finan photograph
Michael Finan, CFA®
Managing Director
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…
michael miranda photograph
Michael Miranda, CFA®
Managing Director
Michael Miranda is a Managing Director with BMO Family Office, an integrat…
Michael Miranda is a Managing Director with BMO Family Offi…
Michael Miranda is a Managing Director with BMO Family Office, an integrated wealth management provider that serves ult…
Thought leadership
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…
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

Call us

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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