BMO Family Office
Financial Services
Chicago, Illinois, United States
196 employees
- Employees
- 196
- Contacts
- 1
- Emails
- 1
- Phones
- 1
BMO Family Office Overview
- Headquarters
- Chicago, Illinois, United States
- Website
- bmofamilyoffice.com
- Industry
- Financial Services
- Employees
- 196
- Founded
- 1981
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About BMO Family Office
BMO Family Office is a wealth management advisory firm serving single family offices and wealthy families as their multifamily office. Drawing on decades of experience amassed through the legacy organizations that comprise BMO Family Office, we help navigate the complexities of managing substantial wealth through an integrated planning and advisory approach. Focusing on investments, tax and estate services, risk and family capital needs, and family wealth strategies, we are dedicated to providing objective, informed advice to our clients. With over 120 dedicated professionals, and each advisor averaging 20+ years of individual experience, our solutions are bespoke and high-touch. Backed by the strength and stability of our parent organization, we continue to operate in a boutique environment to serve our unique client base. Although our brand has changed, our new brand continues to underscore our commitment to serving single family and multifamily offices, both nationally and globally. To learn more about BMO Family Office, please visit us at www.bmofamilyoffice.com
BMO Family Office Contact Details
- People in AeroLeads
- 2
- With contact data
- 1
- Email contacts
- 1
- 50.0% coverage
- Phone contacts
- 1
- 50.0% coverage
BMO Family Office Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Melissa A. Graf, Senior Director, Bmo Family Office | Seasoned Executive Specializing | Manhattan Beach, California, United States |
View
|
| Cindy Kumar | Executive Assistant - Stanford Medicine | Palo Alto, California, United States |
Email
Phone
|
Employees by Management Level
Director
13 profiles
Individual contributor
9 profiles
Manager
6 profiles
Associate / junior
5 profiles
Senior / Lead
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 9 | 9 | 4 |
| General | 7 | 7 | 1 |
| Sales | 5 | 5 | 1 |
| Finance | 3 | 3 | 0 |
| IT | 2 | 2 | 2 |
| Operations | 1 | 1 | 0 |
BMO Family Office Tech Stack
Engineering
2 profiles
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