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.