BMO Family Office Employee Directory

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

Find BMO Family Office employees' phone numbers or email addresses

BMO Family Office Global Highlights

Location
Employees

North America
180

Minus sign iconPlus sign icon
  • United States Of America
    168
  • Canada
    12

Asia
10

Minus sign iconPlus sign icon
  • Pakistan
    5
  • China
    3
  • India
    1
  • Viet Nam
    1

Africa
3

Minus sign iconPlus sign icon
  • Côte D'ivoire
    1
  • Egypt
    1
  • Tanzania
    1

Europe
3

Minus sign iconPlus sign icon
  • Netherlands
    2
  • Greece
    1

South America
1

Minus sign iconPlus sign icon
  • Argentina
    1

BMO Family Office's Leadership

  • Stylized image of a person
    Y. L.
    President
    Phone icon
  • Stylized image of a person
    C. H.
    Consultant And Partner
    Phone icon
  • Stylized image of a person
    G. M.
    Managing Director
    Phone icon
  • Stylized image of a person
    G. B.
    Managing Director
    Phone icon
  • Stylized image of a person
    P. R.
    Director | Private Markets Research
    Phone icon
  • Stylized image of a person
    P. P.
    Sr Director Of Portfolio Management
    Phone icon
  • Stylized image of a person
    J. M.
    Managing Director
    Phone icon
  • Stylized image of a person
    J. L.
    Sr. Director Of Portfolio Management
    Phone icon

Contact profiles from BMO Family Office

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. K.
    Tax Manager / Senior Wealth Analyst On Family Wealth Strategies Team
    Phone icon
    Aug 01, 2024
  • Stylized image of a person
    S. N.
    Senior Manager
    Phone icon
    CanadaOntario
    Jul 09, 2024
  • Stylized image of a person
    J. Y.
    Senior Analyst - Private Market Research
    Phone icon
    United StatesMassachusetts
    Nov 11, 2025
  • Stylized image of a person
    M. K.
    Senior Investment Reporting Analyst
    Phone icon
    United StatesOregon
    Nov 18, 2025
  • Stylized image of a person
    C. C.
    Senior Research Analyst
    Phone icon
    United StatesOregon
    Sep 09, 2025
  • Stylized image of a person
    T. S.
    Client Solutions Senior Associate
    Phone icon
    United StatesOregon
    Nov 21, 2025
  • Stylized image of a person
    G. W.
    Senior Application Engineer
    Phone icon
    United StatesOregon
    Oct 23, 2025
  • Stylized image of a person
    A. S.
    Principal Insurance Services
    Phone icon
    United StatesColorado
    Oct 23, 2024
  • Stylized image of a person
    J. L.
    Senior Analyst, Investment Reporting
    Phone icon
    United StatesOregon
    Oct 22, 2024
  • Stylized image of a person
    M. C.
    Senior Analyst, Hedge Fund Research
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is BMO Family Office known for?

Minus sign iconPlus sign icon
BMO Family Office was founded in 1981 operates in the Financial Services industry. The company's main headquarters is located in 111 West Monroe Street, 10e. 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 icon
BMO Family Office employees' email format typically follows the pattern of . 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 icon
BMO Family Office has approximately 192 employees as of December 2025. These team members are located across 5 continents, including North AmericaAsiaAfrica.

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

Minus sign iconPlus sign icon

As of December 2025, BMO Family Office's key employees include:

  • President: Y. L.
  • Consultant And Partner: C. H.
  • Managing Director: G. M.
  • Managing Director: G. B.
  • Director | Private Markets Research: P. R.

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.