BMO Family Office for Wealth Owners

Some say that wealth is a life well lived. To others, it’s an enduring family legacy. However you define it, having a wealth plan with purpose can help guide the decisions that bring a family closer to its goals – both financial and personal

 

Drawing on decades of experience, we can help you navigate the complexities of managing substantial wealth. From the big picture to the fine details, we bring bespoke thinking and extensive knowledge to shaping and executing your plan.

OUR SERVICES

Meet our team

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

Michael

Michael Miranda, CFA®

Managing Director
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Michael

Michael Finan, CFA®

Managing Director
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Tina D.

Tina D. Milligan

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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Michael

Michael Miranda, CFA®

Managing Director

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Michael

Michael Finan, CFA®

Managing Director

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Tina D.

Tina D. Milligan

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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