Chicago, IL W Monroe St Office

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.