Insights

Target Market Focus BMO Family Office specializes in serving high-net-worth families and single family offices, presenting a prime opportunity to offer tailored wealth management solutions, estate planning, and bespoke financial advisory services that address their complex needs.

Growing Leadership The recent appointment of Michael Goldberg as Managing Director in Chicago indicates ongoing expansion and local market engagement, which can be leveraged to introduce new investment strategies or regional partnership opportunities.

Financial Strength With annual revenues between 250 and 500 million dollars, BMO Family Office demonstrates solid financial stability, making it receptive to larger, integrated financial solutions, technology platforms, or strategic partnerships aimed at enhancing their service offerings.

Boutique Service Model Operating in a boutique environment with highly experienced advisors suggests opportunities for premium, customized financial products and technology tools that support high-touch, personalized client experiences.

Global and National Reach Serving clients both nationally and globally, BMO Family Office is well-positioned to expand its digital infrastructure and wealth management platforms, creating avenues for scalable tech solutions and international investment advisory services.

BMO Family Office Tech Stack

BMO Family Office's Email Address Formats

BMO Family Office uses at least 2 format(s):
BMO Family Office Email FormatsExamplePercentage
First.Last@ctcmycfo.comJohn.Doe@ctcmycfo.com
99%
First.Middle@ctcmycfo.comJohn.Michael@ctcmycfo.com
1%

Frequently Asked Questions

Where is BMO Family Office's headquarters located?

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BMO Family Office's main headquarters is located at 111 West Monroe Street 10e Chicago, Illinois 60603 United States. The company has employees across 5 continents, including North AmericaAsiaAfrica.

What is BMO Family Office's official website and social media links?

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BMO Family Office's official website is bmofamilyoffice.com and has social profiles on LinkedIn.

What is BMO Family Office's NAICS code?

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BMO Family Office's NAICS code is 52 - Finance and Insurance.

How many employees does BMO Family Office have currently?

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As of April 2026, BMO Family Office has approximately 188 employees across 5 continents, including North AmericaAsiaAfrica. Key team members include President: Y. L.Consultant And Partner: C. H.Managing Director: G. M.. Explore BMO Family Office's employee directory with LeadIQ.

What industry does BMO Family Office belong to?

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BMO Family Office operates in the Financial Services industry.

What is BMO Family Office's email format?

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BMO Family Office's email format typically follows the pattern of First.Last@ctcmycfo.com. Find more BMO Family Office email formats with LeadIQ.

When was BMO Family Office founded?

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BMO Family Office was founded in 1981.

BMO Family Office

Financial ServicesIllinois, United States51-200 Employees

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

Section iconCompany Overview

Headquarters
111 West Monroe Street 10e Chicago, Illinois 60603 United States
NAICS Code
52 - Finance and Insurance
Founded
1981
Employees
51-200

Section iconFunding & Financials

  • $250M$500M

    BMO Family Office's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    BMO Family Office's revenue is estimated to be in the range of $250M$500M

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