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Submitted URL: http://bmofamilyoffice.com/
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FAMILY OFFICE FOR WEALTH OWNERS

For some, wealth is a life well lived. For others, it’s an enduring family
legacy. However you define it, having a wealth plan with purpose can help guide
the decisions that bring your family closer to its goals. Drawing on our
experience, we can help you navigate the complexities of managing substantial
wealth.

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HOW WE WORK WITH YOU

We take the time to understand your financial goals and lifestyle expectations.



We develop and implement a tailored solution that you can be confident in.



We reaffirm or adapt your family wealth strategy to fit your life along the way.




OUR SERVICES

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Our team of wealth and family office professionals offer strategic, objective
advice on debt capital sourcing, customized debt financing and banking
solutions.

Family estate and trust services

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



Family wealth strategies

We assist families in strategically integrating their wealth with long-term
financial goals and lifestyle objectives.

Investing

We design and manage bespoke investment strategies supported by extensive
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Form CRS, ADV Part 2A and Privacy Notice


INSIGHTS

Carry derivatives: What are they, and how can they benefit you
Private equity (PE) professionals often require unique and innovative financial
instruments to help…
JANUARY 31, 2024
October 2023 Market Insights
Recent market drivers The markets have been on a bumpy path and the month of
September exhibited e…
OCTOBER 04, 2023 YUNG-YU MA, PH.D.
Conservation easement regulations update
“Don’t it always seem to go / That you don’t know what you’ve got ‘ti…
SEPTEMBER 21, 2023
EXPLORE RELATED INSIGHTS


LEADERSHIP AND CLIENT ENGAGEMENT TEAM

Amy Griman
Global Head, BMO Family Office
Amy Griman is the Global President of BMO Family Office, an integrated wea…
Amy Griman is the Global President of BMO Family Office, an…
Amy Griman is the Global President of BMO Family Office, an integrated wealth
management provider that serves individua…
Carol Schleif, CFA, FSA
Chief Investment Officer
BMO Family Office
Carol Schleif is the Chief Investment Officer of BMO Family Office, an int…
Carol Schleif is the Chief Investment Officer of BMO Family…
Carol Schleif is the Chief Investment Officer of BMO Family Office, an
integrated wealth management provider that serve…
Shannon Kennedy
Head U.S. Advisory and Head, U.S. Wealth Management
BMO Wealth Management
Shannon Kennedy is Head U.S. Advisory and Head, U.S. Wealth Managemen…
Shannon Kennedy is Head U.S. Advisory and Head, U.S. W…
Shannon Kennedy is Head U.S. Advisory and Head, U.S. Wealth Management, an
integrated wealth management provider t…
Rick Pomeroy
Senior Managing Director
BMO Family Office
Rick Pomeroy is a Senior Managing Director, joining the organization in 20…
Rick Pomeroy is a Senior Managing Director, joining the org…
Rick Pomeroy is a Senior Managing Director, joining the organization in 2017 and
brings over 20 years of experience hel…
Doug Sullivan
Managing Director
BMO Family Office
Douglas Sullivan is a Managing Director, joining the organization in 2017 …
Douglas Sullivan is a Managing Director, joining the organi…
Douglas Sullivan is a Managing Director, joining the organization in 2017 and
has 30 years of experience helping client…
Don Dabisch
Managing Director
BMO Family Office
Don Dabisch is a Managing Director, joining the organization in 2017 and h…
Don Dabisch is a Managing Director, joining the organizatio…
Don Dabisch is a Managing Director, joining the organization in 2017 and has
over 25 years of experience in the banking…
Michael Finan, CFA®
Managing Director
BMO Family Office
Michael D. Finan is a Managing Director with BMO Family Office, an integra…
Michael D. Finan is a Managing Director with BMO Family Off…
Michael D. Finan is a Managing Director with BMO Family Office, an integrated
wealth management provider that serves ul…
Meeta Yadava, Managing Direct…
Managing Director
BMO Family Office
Meeta Yadava is a Managing Director at BMO Family Office, an integrated we…
Meeta Yadava is a Managing Director at BMO Family Office, a…
Meeta Yadava is a Managing Director at BMO Family Office, an integrated wealth
management provider that serves ultra-af…
Mark De Vries, Managing Direc…
Managing Director
BMO Family Office
Mark De Vries is a Managing Director at BMO Family Office, an integrated w…
Mark De Vries is a Managing Director at BMO Family Office, …
Mark De Vries is a Managing Director at BMO Family Office, an integrated wealth
management provider that serves ultra-a…
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Thought leadership
Ken Fujita, Senior Managing D…
BMO Family Office
Ken Fujita is a Senior Managing Director and the Head of Banking and Lendi…
Ken Fujita is a Senior Managing Director and the Head of Banking and Lending
Originations for BMO Family Office, an integrat…
Ken Fujita is a Senior Managing Director and the Head of Banking and Lending
Originations for BMO Family Office, an integrated wealth management provider
that serves individu…
Yung-Yu Ma, Ph.D.
Chief Investment Officer
BMO Wealth Management - U.S.
Yung-Yu Ma is the Chief Investment Officer for BMO Wealth Management in th…
Yung-Yu Ma is the Chief Investment Officer for BMO Wealth Management in the U.S.
and joined the organization in 2016. He bri…
Yung-Yu Ma is the Chief Investment Officer for BMO Wealth Management in the U.S.
and joined the organization in 2016. He brings a dynamic combination of academic
achievements…
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 of experience serving
large corporate, middle market, and ultra-af…
Jim joined the organization in 2011 and has over 25 years of experience serving
large corporate, middle market, and ultra-affluent clientele. Jim is responsible
for overseein…
Garb Mechigian
Managing Director
BMO Family Office
Garb Mechigian is Managing Director with BMO Family Office. He joined BMO …
Garb Mechigian is Managing Director with BMO Family Office. He joined BMO in
1994 and has nearly 30 years of experience in t…
Garb Mechigian is Managing Director with BMO Family Office. He joined BMO in
1994 and has nearly 30 years of experience in the financial services industry.
Garb is principall…
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“BMO Wealth Management” is a brand delivering investment management services,
trust, deposit and loan products and services through BMO Bank N.A., a national
bank with trust powers; family office services and investment advisory services
through BMO Family Office, LLC, an SEC-registered investment adviser; investment
advisory services through Stoker Ostler Wealth Advisors, Inc., an SEC-registered
investment adviser; digital investment advisory and financial planning services
through BMO Direct Invest Inc., an SEC-registered investment adviser; and trust
and investment management services through BMO Delaware Trust Company, a
Delaware limited purpose trust company.  “BMO Family Office” is a brand name
that refers to BMO Bank N.A., BMO Family Office, LLC, and BMO Delaware Trust
Company. The BMO Family Office brand provides family office, investment
advisory, investment management, trust, banking, deposit and loan products and
services. These entities are all affiliates and owned by BMO Financial Corp., a
wholly-owned subsidiary of the Bank of Montreal.  BMO Delaware Trust Company
operates only in Delaware, does not offer depository, financing or other banking
products, and is not FDIC insured.  You must be an existing customer of BMO Bank
N.A. and enrolled in BMO Digital Banking to qualify for services from BMO Direct
Invest Inc.  Not all products and services are available in every state and/or
location.  Family Office Services are not fiduciary services and are not subject
to the Investment Advisers Act of 1940 or the rules promulgated thereunder. 
Investment products and services:  ARE NOT A DEPOSIT – NOT INSURED BY THE FDIC
OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE.
Capital Advisory Services are offered by a division of BMO Bank N.A. Member FDIC
Equal Housing Lender NMLS #401052   

BMO Private Bank is a brand name used in the United States by BMO Bank N.A.
Member FDIC.  Not all products and services are available in every state and/or
location.

This information is being used to support the promotion or marketing of the
planning strategies discussed herein.  This information is not intended to be
legal advice or tax advice to any taxpayer and is not intended to be relied upon
as such. BMO Bank N.A. and its affiliates do not provide legal advice or tax
advice to clients. You should review your particular circumstances with your
independent legal and tax advisors.

Estate planning requires legal assistance which BMO Bank N.A. and its affiliates
do not provide. Please consult with your legal advisor.

Banking products are subject to approval and are provided in the United States
by BMO Bank N.A. Member FDIC

 

Notice to Customers

To help the government fight the funding of terrorism and money laundering
activities, federal law (USA Patriot Act (Title III of Pub. L. 107 56 signed
into law October 26, 2001)) requires all financial organizations to obtain,
verify and record information that identifies each person who opens an account.
When you open an account, we will ask for your name, address, date of birth and
other information that will allow us to identify you. We may also ask you to
provide a copy of your driver's license or other identifying documents. For each
business or entity that opens an account, we will ask for your name, address and
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to provide a copy of your certificate of incorporation (or similar document) or
other identifying documents. The information you provide in this form may be
used to perform a credit check and verify your identity by using internal
sources and third party vendors. If the requested information is not provided
within 30 calendar days, the account will be subject to closure.

Third party web sites may have privacy and security policies different from BMO
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such web sites. Please review the privacy and security policies of web sites
reached through links from BMO web sites.

 



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opt out again. BMO also recognizes Global Privacy Control (“GPC”) signals that
are transmitted by web browsers and will treat that signal as a valid request to
opt-out of the sharing of your personal information for that web browser. X

STRICTLY NECESSARY

Always Active

Strictly necessary cookies and other technologies are essential in order to
enable you to move around a website and use its features, such as accessing
secure areas of the website. Without these cookies, certain services you may
have asked for cannot be provided. These cookies do not gather information about
you that could be used for marketing or remembering where you have been on the
Internet.

SHARE MY PERSONAL INFORMATION

Share my Personal Information

This will opt you out of sharing your personal information under California law
on our US BMO.com site. It is specific to the device and browser you use. If you
use different browsers or devices, you will need to opt out on each. In
addition, because this opt-out is facilitated via cookies, if you clear your
cookies you will need to opt out again. To learn more refer to our CCPA Policy
and our Digital Privacy Policy.

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