BMO Family Office, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$9,822,408,877
Clients
70
Advisors
3
across 3 offices
About
BMO Family Office serves high‑net‑worth individuals and families (typical clients have net worth of $100 million or investable assets of $50 million or more), as well as single‑ and multi‑family offices, private foundations, endowments and pooled investment vehicles. It offers discretionary and non‑discretionary investment management, family wealth strategies, investment reporting, and limited mandate or consulting engagements.
The firm’s investment process emphasizes asset allocation with both tactical and strategic components, overseen by an Investment Committee that meets quarterly and supported by quantitative, qualitative and operational due diligence when selecting sub‑advisers and investments. Client portfolios may include public and private markets, hedge funds, real assets, derivatives and structured products, and the firm uses formal peer reviews (biennially) and Investment Committee approval for recommended investments.
BMO Family Office is a wholly owned subsidiary of BMO Financial Corp. and is integrated with a range of affiliated businesses — including a bank with trust powers, a broker‑dealer that operates a Private Transaction Introduction Program, and affiliated entities that act as a swap dealer/major swap participant, futures merchant, commodity trader, real estate broker and pension consultant — arrangements the firm discloses and manages through governance and client consent. The firm also advises and manages pooled investment vehicles, serves as a private fund adviser and fund sponsor in certain situations, and may recommend affiliated structured notes, IPOs and other proprietary offerings when clients have consented.
Client services
Expertise
Fee options
One-time fees or ongoing retainers for limited mandate or consulting services, negotiated per engagement
$0 - $30,000,000: 0.60% $30,000,001 - $50,000,000: 0.40% $50,000,001 - $100,000,000: 0.30% $100,000,001 - $200,000,000: 0.25% $200,000,001 - $300,000,000: 0.20% $300,000,001 - $400,000,000: 0.15% $400,000,001 - $500,000,000: 0.10% $500,000,001 - $750,000,000: 0.05% $750,000,001 - $1,000,000,000: 0.03%
Hourly charges offered for consulting services, specific rates negotiated
Account minimum: $50 million Minimum fee: Annual minimum fee of $250,000 for discretionary management; $250,000 for non-discretionary advisory Fee-only: Fees are negotiable; includes retainer fees for certain services
Main office
See office320 South Canal Street, Floor 12
Chicago IL 60606
Advisors at this office
1
Offices (3)
Most active in
California · Colorado · Florida · Illinois · Massachusetts · New Hampshire · New York · Oregon · Texas
Also doing business as
Bmo Family Office · Bmo Family Office, LLC · Bmo Private Wealth · Bmo Wealth Management · Ctc | Mycfo · Ctc Mycfo, LLC · Harris Mycfo Investment Advisory Services LLC · Harris Mycfo, LLC · Mycfo · Mycfo Investment Advisory Services · Mycfo Investment Advisory Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Quick links
Advisors at this firm
Joseph K
CFP®, CFA®
Chicago, IL
BMO Family Office, LLC
Joseph Knecht is a CFP® and CFA® with 13 years of industry experience. He is currently with BMO Family Office, LLC and has worked at BMO Harris Bank N.A. since 1992. BMO Family Office provides discretionary investment management, advisory services, and family wealth strategies to ultra-high-net-worth individuals, families, foundations, and institutional clients. The firm’s investment approach combines asset allocation with quantitative and qualitative due diligence and is supported by its integration within the larger BMO Financial Corp. group.
Devon C
Series 65
Newport Beach, CA
BMO Family Office, LLC
Devon Chan is a Series 65-registered advisor at BMO Family Office, LLC with one year of industry experience. Prior to joining BMO Family Office, he worked at Bank of Montreal, US Bank, and Union Bank. BMO Family Office serves high-net-worth individuals and families, as well as single- and multi-family offices, private foundations, endowments, and pooled investment vehicles. The firm offers discretionary and non-discretionary investment management with an emphasis on asset allocation supported by quantitative and qualitative due diligence, and client portfolios may include a wide range of public and private market investments.
Travis B
CFP®, Series 65
Chicago, IL
BMO Family Office, LLC
Travis Borton is a CFP® and Series 65-licensed advisor with 13 years of industry experience. He is affiliated with BMO Family Office, LLC in Chicago, IL, and has worked at Harris MyCFO, LLC and BMO Harris Bank since 2011. BMO Family Office serves ultra-high-net-worth individuals, families, and institutional clients by providing discretionary investment management, advisory services, and family wealth strategies. The firm’s investment approach combines quantitative and qualitative due diligence overseen by an Investment Committee and utilizes a wide range of strategies and instruments, supported by its integration with BMO Financial Corp. and affiliated entities.
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