BMO Family Office Service for Advisors

We work in tandem with your team to deliver a seamless and exceptional experience to your clients. We customize our approach to meet their specific needs and requirements, supported by our extensive capabilities.

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Our services

As your trusted partner, we have both significant experience and a depth of knowledge to help you execute all your client’s priorities.

Capital Advisory

Our dedicated capital advisory service team offers strategic and objective advice on:

 

Debt Sourcing

We provide strategic advice on sourcing debt capital for personal and business needs –  seeking to optimize terms, conditions and cost.
 

Capital Asset Financing

We provide customized debt financing for the purchase or monetization of specialty assets such as aircraft, fine art, real estate and private investments.
 

Customized Banking Solutions

We provide customized banking solutions through a sophisticated online platform and a dedicated service team.

Fiduciary Advisory

We provide an extensive and experienced management team of Trust professionals focused on family legacy and generational trust administration.

Family Enterprise Advisory

We assist family office professionals in outlining and memorializing family office and wealth owner purpose, goals, objectives and values – as well as helping to create an integrated family enterprise and family wealth blueprint.

Investment Advisory

We design and manage bespoke investment strategies – supported by  extensive research and  detailed investment and performance reporting.

Meet our team

Our dedicated experts help you achieve what matters most to you. Learn more about them and get in touch with an advisor today.

James M.

James M. Minich

Managing Director
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Amy

Amy Griman

Chief Trust Officer
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Tina D.

Tina D. Milligan

Managing Director and Head of the Family Wealth Strategies and Family Enterprise Advisory Team with BMO Family Office
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Michael

Michael Miranda, CFA®

Managing Director
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Michael

Michael Finan, CFA®

Managing Director
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James M.

James M. Minich

Managing Director

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Amy

Amy Griman

Chief Trust Officer

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Tina D.

Tina D. Milligan

Managing Director and Head of the Family Wealth Strategies and Family Enterprise Advisory Team with BMO Family Office

View Profile
Michael

Michael Miranda, CFA®

Managing Director

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Michael

Michael Finan, CFA®

Managing Director

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