Bmo Family Office, LLC

BMO Family Office, LLC, a subsidiary of BMO Financial Corp., offers discretionary investment management and non-discretionary investment advisory services, specializing in family wealth strategies. Established in 2005, the firm manages assets totaling $8.1 billion and provides services such as investment policy statements, asset allocation strategies, and investment implementation. They employ due diligence processes to recommend diverse investments, including separate accounts, mutual funds, and more. Clients with a minimum account size of $30 million are charged fees based on a percentage of assets under management, starting at 0.60%. The firm acts as a fiduciary for ERISA accounts, ensuring clients' best interests. Investment strategies include asset allocation, fund manager selection, and options trading. BMO Family Office has no disciplinary events, offers referral programs, and conducts annual client reviews. The firm does not vote on client securities and maintains client assets with qualified custodians. Clients can request the Privacy Notice and Anti-Money Laundering information for further details.