Tina Milligan is a Managing Director and Head of the Family Wealth Strategies and Family Enterprise Advisory Team with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs.
Tina has over 25 years of experience in the financial services industry, including working with financial institutions and public accounting firms. She oversees the delivery of integrated wealth management advice and client service for ultra-affluent clients. Her expertise includes financial planning, tax planning, wealth transfer planning, charitable and philanthropic planning, family governance and education planning and business owner and corporate executive planning.
Tina earned a BS in Accounting from Fort Lewis College in Durango, Colorado. She attended Roosevelt University Heller College of Business in Chicago, where she graduated with a MS in Accounting. Tina also attended Concord Law School where she earned her JD.
Ms. Milligan serves on the boards of Chicago Estate Planning Council, Roosevelt University School of Business and the Women’s Leadership and Mentoring Alliance. She is a member of the AICPA, New York State Society of CPAs and Illinois CPA Society. She frequently speaks on estate planning issues; her most recent presentations include “The Responsible, Empowered and Prepared Inheritor” webinar for BMO clients and “Family Meetings Are Where Expectations Are Set and Trust Reinforced” podcast for Family Office Exchange.
Tina makes her home with her husband and daughter in Wilmette, Illinois. Her love of skiing comes from her days growing up in Vail, Colorado where she ski raced, and then ultimately coached skiing.