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BMO Family Office

BMO Family Office comprises a team of experienced professionals helping clients navigate the complexities of substantial wealth. Your wealth allows you the freedom to live life according to your own terms. It also enables you to leave a legacy that you and your family can be proud of.

Why BMO Family Office? 

Working with BMO Family Office provides access to industry-leading expertise, enabling families to steward wealth with purpose across multiple generations, and effectively define and meet lifestyle objectives. The BMO Family Office approach provides you with:

  • Insights and perspectives from our deep experience in advising individuals and families
  • Institutional-style platform, delivered with a boutique, personal touch
  • Access to the right people, knowledge and expertise, and unique investment opportunities
  • A focus on legacy planning to help successfully steward wealth on a multi-generational level
  • Objectivity and non-conventional thinking, enabling us to challenge the status quo and bring innovative idea generation

Family office services

  • Investing Wisely 

    BMO Family Office designs purposeful and disciplined investment strategies by providing a bespoke approach to asset allocation from a household perspective. Our extensive, industry-leading research and cross-border platform enable us to provide a differentiated offering and philosophy for both Public and Private Market strategies.

  • Private Lending Solutions

    BMO Family Office offers financing and treasury solutions through structured credit lines, specialty assets advice, and lending. With access to our commercial and private lending teams, we provide lending and cash management solutions appropriate for each unique financial situation.

  • Legacy Planning

    BMO Family Office helps families define a purpose for their wealth by designing a comprehensive strategy including a family vision, a practical communication framework for family roles and expectations, and necessary wealth management skills. Coupled with this, BMO Family Office supports individuals and families to reflect on values, interests, and expectations. We help families in their philanthropic endeavors through education, advisory, administration, and a framework which enables you to measure your impact.

What we offer

Learn how BMO Family Office delivers a holistic approach to help with generational wealth.

Start the conversation

Answer a few questions about your wealth planning needs, and one of our BMO Private Wealth professionals will reach out.

Meet our leaders 

Learn more about our experienced and trusted BMO Family Office leaders.

Amy Griman

Global President, BMO Family Office

Paul Wylie

Head of Client Development and Experience for BMO Family Office

Neil Hershcovitch

Chief Operating Officer & Head of Investment Platforms for BMO Family Office

Joanna Ho

Director, Western Canada, BMO Family Office

Husayn Sidi

Director, Ontario and GTA, BMO Family Office

Kevin Malone

Managing Director, CCB Enterprise Coverage

Shelley Forsythe

Director, Family Enterprise Planning

Want to learn more about managing your wealth?

Wealth Planning and Strategy
Family Meetings: Step one of family governance

Here are four steps you can take to pass your assets down to the next generation.

Shelley Forsythe

Director, Family EnterprisePlanning BMO Family Office

Wealth Planning and Strategy
6 considerations for creating a family governance plan

Developing family values, creating opportunities for conversation and talking to loved ones about how they view wealth.

Shelley Forsythe

Director, Family Enterprise Planning BMO Family Office

Wealth Planning and Strategy
From donation to philanthropy: How charitable giving has evolved generationally

Many are recognizing the rewards of giving back through values-driven, strategic initiatives. Are you ready to become a philanthropist?

Start the conversation

Connect with a BMO Private Wealth professional about your needs.