What departments does BMO Family Office have?

BMO Family Office has employees across 11 departments including Entrepreneurship, Consultant, Research, Accounting, Administrative.

What is the largest department at BMO Family Office?

The largest department at BMO Family Office is Consultant with 4 employees.

Where are BMO Family Office employees located globally?

BMO Family Office has employees across 6 continents and 11 countries including Egypt, Pakistan, Turkey, China, Viet Nam.

How has BMO Family Office's team size changed over time?

BMO Family Office's team has decreased from approximately 154 to 129 employees based on available data.

BMO Family Office Employee Directory

Financial ServicesIllinois, United States51-200 Employees

In the financial services field, the firm provides wealth management guidance to single family offices and affluent families, serving as their multifamily office. It pursues an integrated planning and advisory approach that encompasses investments, tax and estate planning, risk management, and addressing family capital needs. The firm aims to offer objective, informed guidance tailored to significant levels of wealth.

Headquartered in Chicago, Illinois, the organization employs more than 120 dedicated professionals, with advisors averaging more than 20 years of experience. It operates under the BMO Family Office brand, maintaining a boutique environment to serve its distinct client base. In October 2023, Michael Goldberg joined BMO Family Office as Managing Director in Chicago.

BMO Family Office Global Highlights

North America
168

United States Of America
153
Canada
15

Asia
13

Pakistan
7
China
3
Turkey
1
Viet Nam
1
Thailand
1

Europe
2

Netherlands
2

Africa
1

Egypt
1

South America
1

Argentina
1

BMO Family Office's Leadership

Y. L.
President
Mobile Phone
Email
G. B.
Managing Director
Mobile Phone
Email
M. Y.
Managing Director
Mobile Phone
Email
H. S.
Managing Director
Mobile Phone
Email
J. M.
Managing Director
Mobile Phone
Email
S. A.
Entrepreneur
Mobile Phone
Email
R. J.
Director
Mobile Phone
Email
S. F.
Director, Family Enterprise Planning
Mobile Phone
Email

BMO Family Office Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Accounting
Community & Social Services
Other
Analytics

Contact profiles from BMO Family Office

Name

Title

Contact

Location

Last Update

R. L.
Director Of Private Markets Research Partner
Mobile Phone
Email
Oct 18, 2024
T. T.
Director, Investment Advisory Services
Mobile Phone
Email
Jun 08, 2026
K. K.
Tax Manager / Senior Wealth Analyst On Family Wealth Strategies Team
Mobile Phone
Email
Aug 01, 2024
S. N.
Senior Manager
Mobile Phone
Email
Canada, Ontario
Oct 11, 2026
J. S.
Assistant Inspection Supervisor
Mobile Phone
Email
China, Shanghai
Oct 02, 2026
M. C.
Senior Analyst, Hedge Fund Research
Mobile Phone
Email
Oct 21, 2024
R. H.
Senior Administrative Specialist, Investment Advisory Services
Mobile Phone
Email
Oct 17, 2024
S. M.
Senior Administrative Assistant
Mobile Phone
Email
Canada, Ontario
Sep 14, 2026
A. E.
Business Development Associate
Mobile Phone
Email
Canada, Ontario
Jun 29, 2026
A. J.
Investment Strategist
Mobile Phone
Email
Canada, Ontario
Apr 14, 2026

Frequently Asked Questions

What is BMO Family Office known for?

BMO Family Office was founded in 1981 and operates in the Financial Services industry. Explore BMO Family Office's company overview page for more information.

What is BMO Family Office's most common email format?

BMO Family Office employees' email format typically follows the pattern of First.Last@ctcmycfo.com. Trying to find reliable and up-to-date employee contact data? Find more BMO Family Office email formats with LeadIQ.

How many employees does BMO Family Office have currently?

BMO Family Office has approximately 178 employees as of October 2026. These team members are located across 5 continents, including North America, Asia and Europe.

Who are BMO Family Office's key employees and leadership?

As of October 2026, BMO Family Office's key employees include:

President: Y. L.
Managing Director: G. B.
Managing Director: M. Y.
Managing Director: H. S.
Managing Director: J. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

BMO Family Office Employee Directory

Find BMO Family Office employees' phone numbers or email addresses

Name search is limited — try advanced search instead