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Service offered through BMO Investment Services

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Lending and cash management

We offer strategic, objective advice on debt capital sourcing, customized debt financing and personalized banking solutions, all delivered by a dedicated service team.

How we can help you

Customized banking from a dedicated team

Through every life stage, our team is committed to making sure you have what you need, when you need it, in business and in life.

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Debt sourcing

 We share strategic advice on sourcing debt capital for your personal and business needs—with the goal of optimizing terms, conditions and cost.

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Capital asset financing

We provide customized debt financing for buying or monetizing specialty assets like aircraft, fine art, real estate and private investments.

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Customized banking solutions

We offer customized deposit and cash management options delivered by a dedicated service team.

Our team

The people behind the insights
junior-del-brocco
Junior Del Brocco
Managing Director and Head of Banking
BMO Family Office
L. M. Junior Del Brocco is a Managing Director and Head of Banking at BMO …
L. M. Junior Del Brocco is a Managing Director and Head of …
L. M. Junior Del Brocco is a Managing Director and Head of Banking at BMO Family Office, an integrated wealth managemen…
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 o…
Jim joined the organization in 2011 and has over 25 years of experience serving large corporate, middle market, and ult…

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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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