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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.

Find BMO Family Office employees' phone numbers or email addresses

BMO Family Office Global Highlights

Location
Employees

North America
168

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  • United States Of America
    153
  • Canada
    15

Asia
13

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  • Pakistan
    7
  • China
    3
  • Turkey
    1
  • Viet Nam
    1
  • Thailand
    1

Europe
2

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  • Netherlands
    2

Africa
1

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  • Egypt
    1

South America
1

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  • Argentina
    1

BMO Family Office's Leadership

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

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
  • Administrative Assistant at BMO Family Office
    F. Y.
    Administrative Assistant
    Mobile Phone
    Canada, Alberta
    Jun 30, 2026
  • Client Operations Associate at BMO Family Office
    K. D.
    Client Operations Associate
    Mobile Phone
    Bay
    Aug 28, 2026
  • Oki at BMO Family Office
    S. B.
    Oki
    Mobile Phone
    Canada, Quebec
    May 28, 2026
  • Uccso at BMO Family Office
    M. A.
    Uccso
    Mobile Phone
    Pakistan, Khyber Pakhtunkhwa
    Nov 14, 2025
  • Consultant at BMO Family Office
    I. K.
    Consultant
    Mobile Phone
    Oct 17, 2024
  • Office Administrator Portland at BMO Family Office
    J. G.
    Office Administrator Portland
    Mobile Phone
    Oct 23, 2024
  • Freelance Writer at BMO Family Office
    M. F.
    Freelance Writer
    Mobile Phone
    Oct 18, 2024
  • Engineer at BMO Family Office
    R. M.
    Engineer
    Mobile Phone
    Oct 17, 2024
  • Private Wealth Advisor at BMO Family Office
    T. P.
    Private Wealth Advisor
    Mobile Phone
    Oct 24, 2024
  • Uccso at BMO Family Office
    N. A.
    Uccso
    Mobile Phone
    Pakistan
    Sep 13, 2026

Frequently Asked Questions

What is BMO Family Office known for?

Minus sign iconPlus sign iconBMO 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?

Minus sign iconPlus sign iconBMO 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?

Minus sign iconPlus sign iconBMO 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?

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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.

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