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Family estate & Trust services

Every family has its own unique situation and needs. That’s why we tailor our services specifically toward helping you sustain your legacy and wealth for generations.

How we can help you

Protecting and sustaining your family’s legacy

We provide the right resources, services and experience to ensure your estate and trust plan suits you, your loved ones and your beneficiaries.

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Dedicated resources

Our team of more than 100 trust professionals focuses on families and generational trust administration.

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Trustee services

We serve as trustees, working alongside your advisors to consult and contribute effectively.

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Transfer tax impact

Our dedicated trust tax team focuses on generation-skipping transfer taxation.

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Risk management

Oversight, testing and compliance are managed by an established fiduciary risk management team. 

Our team

The people behind the insights
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.…
Cheng Li, CFA
Cheng Li, CFA
Portfolio Strategist
BMO Wealth Management - U.S.
Jay Ritter
Jay Ritter
Equity Research Analyst
BMO Wealth Management - U.S.
Jeffrey Rogers
Jeffrey Rogers
Equity Research Analyst
BMO Wealth Management - U.S.
Jim Duff — U.S. National Head of Banking with BMO Private Bank
Jim Duff
U.S. National Head of Banking
BMO Private Bank
James Duff  (Jim) is the U.S. National Head of Banking  for …
James Duff  (Jim) is the U.S. National Head of Banking…
James Duff  (Jim) is the U.S. National Head of Banking  for BMO Private Bank and has 27 years of experie…
John Banker
John Banker
Managing Director and the Head of Investment Research
BMO Family Office
John Banker is a Managing Director and the Head of Investment Research at …
John Banker is a Managing Director and the Head of Investme…
John Banker is a Managing Director and the Head of Investment Research at BMO Family Office, an integrated wealth manag…
Jon Finney
Jon Finney
Director, Traditional Research
BMO Family Office
Jon Finney is the Director of Traditional Research at BMO Family Office. …
Jon Finney is the Director of Traditional Research at BMO F…
Jon Finney is the Director of Traditional Research at BMO Family Office. Jon joined the firm in 2008 and has more …
Kathleen J. Howe-Hrach
Kathleen J. Howe-Hrach
Senior Wealth Planning Consultant
BMO Private Bank
Kathy provides customized financial planning solutions to high net worth i…
Kathy provides customized financial planning solutions to h…
Kathy provides customized financial planning solutions to high net worth individuals and families as part of an overall…
Kris Yamano
Kris Yamano
Regional Leader of Wealth Planning, U.S.
BMO Private Bank
Kris is the Regional Leader of Wealth Planning for the Western and Sunbelt…
Kris is the Regional Leader of Wealth Planning for the West…
Kris is the Regional Leader of Wealth Planning for the Western and Sunbelt States Region. Kris is based in Scottsdale, …
Matt Miller
Matt Miller
Regional President, Western U.S. and Florida
BMO Private Bank
Matt Miller is Regional President of the Western U.S. and Florida with BMO…
Matt Miller is Regional President of the Western U.S. and F…
Matt Miller is Regional President of the Western U.S. and Florida with BMO Private Bank. Matt oversees the strategic de…
Michael Stritch
Michael Stritch, CFA
Chief Investment Officer and National Head of Investments
BMO Wealth Management - U.S.
Michael Stritch is Chief Investment Officer and National Head of Inve…
Michael Stritch is Chief Investment Officer and National He…
Michael Stritch is Chief Investment Officer and National Head of Investments for BMO Wealth Management – U.S…
Peter O'Connor
Peter O'Connor
Regional President, Suburban Illinois
BMO Private Bank
Peter oversees the strategic development and delivery of BMO Private Bank&…
Peter oversees the strategic development and delivery of BM…
Peter oversees the strategic development and delivery of BMO Private Bank’s personal wealth management platform t…
Richard J. Kollauf
Richard J. Kollauf
Vice President & Director, Business Advisory and Estate Planning
BMO Private Bank
Rick is Director of Business Advisory at BMO Private Bank. …
Rick is Director of Business Advisory at BMO Priv…
Rick is Director of Business Advisory at BMO Private Bank.  He specializes in providing customized estat…
Ryan  Cotton
Ryan Cotton
Director of Private Markets
BMO Family Office
Ryan Cotton is a Director of Private Markets with BMO Family Office, an in…
Ryan Cotton is a Director of Private Markets with BMO Famil…
Ryan Cotton is a Director of Private Markets with BMO Family Office, an integrated wealth management provider that serv…
Stephen Johnson
Stephen Johnson
Regional President, Northern States
BMO Private Bank
Stephen Johnson is Regional President of the Northern States with BMO Priv…
Stephen Johnson is Regional President of the Northern State…
Stephen Johnson is Regional President of the Northern States with BMO Private Bank. Stephen oversees the strategic…
Stephen L. Williams, CFP¨, CIMA¨
Stephen L. Williams, CFP®, CI…
Senior Vice President, Head of Financial Planning, U.S.
BMO Private Bank
Steve oversees the strategic development and delivery of customized financ…
Steve oversees the strategic development and delivery of cu…
Steve oversees the strategic development and delivery of customized financial planning services to high net worth indiv…
Stephen White
Stephen White
Regional Leader Wealth Planning
Stephen provides customized financial planning solutions to high net worth…
Stephen provides customized financial planning solutions to…
Stephen provides customized financial planning solutions to high net worth individuals and families as part of an overa…
Susan Oleari
Susan Oleari
Regional President, Chicago
BMO Private Bank
Susan Oleari is the Regional President of Chicago with BMO Private Ba…
Susan Oleari is the Regional President of Chicago with BMO&…
Susan Oleari is the Regional President of Chicago with BMO Private Bank. Sue oversees the strategic developme…
Suzie Eyrich
Suzie Eyrich
Financial Planner
BMO Private Bank
Suzie provides customized financial planning solutions to high net worth i…
Suzie provides customized financial planning solutions to h…
Suzie provides customized financial planning solutions to high net worth individuals and families as part of an overall…
Tania Slade
Tania Slade
Vice President, National Director Wealth Planning
BMO Private Bank
Tania is National Head of Wealth Planning with BMO Private Bank and is res…
Tania is National Head of Wealth Planning with BMO Private …
Tania is National Head of Wealth Planning with BMO Private Bank and is responsible for strategic development and delive…
Tom Lenkiewicz
Tom Lenkiewicz,CFP®
Financial Planner
BMO Private Bank
Tom serves as an advisor to high net worth individuals, families and organ…
Tom serves as an advisor to high net worth individuals, fam…
Tom serves as an advisor to high net worth individuals, families and organizations, including closely-held and family-o…
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 Ma…
Yung-Yu Ma is Chief Investment Strategist for BMO Wealth Management – U.S.   As Chief Investment Strat…

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