BMO FAMILY OFFICE, LLC

Overview

BMO Family Office, LLC is an independent RIA organized as a limited liability company and registered with the SEC since 1999. The firm markets itself as a capital allocator serving high-net-worth individuals, families and institutional clients. Its advisory capabilities span comprehensive financial planning, discretionary portfolio management for individuals, pooled vehicles and institutions, pension consulting and the selection of other advisers. Fee arrangements reported include percentage of AUM, hourly charges and fixed fees. The firm lists a wide set of industry affiliations (broker‑dealer, trust and banking relationships, sponsor/GP roles, CPO/CTA, futures and swap participants, and others), indicating it both advises on and sometimes sponsors or manages pooled investment vehicles. BMO Family Office is not identified as an active ESG investor in the source data. The firm reports it does allocate to external alternative managers, and describes itself as a capital allocator rather than a pure asset manager.

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Location & Offices