BMO Family Office

EST. AUM
$9,989,953,619

CONTACTS
24

CLIENT ACCOUNTS
5,101

Firm Details

Metro area San Francisco
CRD Number 110264
Website bmo.com
Client types

Overview

The BMO Family Office is an integrated wealth management service designed for ultra-high net worth individuals and families. It focuses on offering a comprehensive suite of services that include tax and estate planning, investment management, philanthropy, and risk management. The goal is to help families steward their wealth effectively across generations, aligning with their values and long-term goals. The Family Office provides a holistic approach to wealth management, combining deep industry expertise with a personal, boutique-style service. It emphasizes customized investment strategies, both in public and private markets, tailored to the specific needs and aspirations of each client. The office also offers specialized financing and treasury solutions, such as structured credit lines and specialty asset advice. Legacy planning is a significant component of the service, where the office helps families define a purpose for their wealth. This includes establishing a family vision, setting practical communication frameworks for family roles and expectations, and developing wealth management skills across generations.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

BMO Family Office

Platform Details

Investment Preferences

Alternative Activity

Address

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