Bank of Montreal Private Banking

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Firm profile for High Net Worth 2020

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About

This content is provided by Bank of Montreal Private Banking.

Global President of BMO Family Office: Shannon M. Kennedy 
Managing Partners: Richard Pomeroy Senior Managing Director U.S. Head Client Development & Experience BMO Family Office
Robert Gray Chief Operating Officer BMO Family Office
Number of partners: 9 Members of Leadership Committee 
Languages: English

FIRM OVERVIEW: 
BMO Family Office is the specialized unit within BMO Financial Group (Bank of Montreal) dedicated to serving ultra-affluent clients in the United States and Canada. The firm works predominately with individuals, business founders and executives, multi-generational families, and single family offices. Clients of BMO Family Office typically have investable assets of USD $30 million or a net worth of USD $100 million. Recognizing that the needs of ultra-affluent families are complex, BMO Family Office works closely with clients to identify long-term goals for the management of their wealth and comprehensive plans to achieve these objectives. Primary services include: investment advisory and management; banking and lending; trust management and administration, including Delaware Trust services; and family wealth strategies (tax and estate planning, business succession and preparing the next generation.)

BMO Family Office tailors its offering to the needs of ultra-affluent clients and their associated family offices. Key strengths include: investment platform consisting of high quality third-party recommended investment managers, including private markets and hedge fund strategies. Tax-efficient and socially responsible investments are also prominently featured. BMO Family Office has deep familiarity with custom lending for luxury goods including private aircraft and fine art. The firm also has extensive experience with tax and estate planning, including pre-liquidity planning for business owners and executives undergoing transactions.

Parent company BMO has a stated purpose: to boldly grow the good in business and in life. Working together with clients, employees and communities, BMO looks for opportunities to accelerate positive change, united in the belief that success can be mutual. BMO is actively committing resources to mobilizing sustainable finance; to doubling small business lending and support for women entrepreneurs; and to promoting zero barriers to inclusion through a multi-year strategy providing access to opportunities for colleagues, communities and clients.

MAIN AREAS OF PRACTICE:
BMO Family Office takes an integrated, holistic approach to wealth management. The experienced advisors serving clients hold the view that investment decisions should be integrated with other principal elements of wealth management. As such, the firm works with clients to develop comprehensive wealth plans that bring together the following areas:

Investment Advisory:
- Purposeful and disciplined investment strategies, including socially responsible and alternative investments
- Access to industry-leading research
- Custom asset allocation
- Broad investment platform
- Sophisticated investment reporting, including family limited partnerships and multi-generational investing
- Flexible approach
– custody agnostic
- Low advisor to client ratios for customized offering

Fiduciary Advisory Services:
- Trust structuring and administration
- Delaware Trust capabilities

Banking and Lending:
- Strategic advice on debt sourcing
- Custom capital asset financing
- Custom lines of credit and loans
- Investment-secured debt solutions
- Specialty assets advice
- Access to capital markets
- Fine art lending
- Aircraft financing

Family Wealth Strategies:
- Income tax planning
- Estate and wealth transfer planning
- Philanthropy and legacy planning
- Risk management strategies
- Asset protection strategies
- Seamless cash flow management
- Family business succession planning
- Preparing the next generation

OFFICES:

BMO Family Office 111 West Monroe Street Suite 12W
Chicago, Illinois 60603
Contact: [email protected]
Office: 312-461-2240

BMO Family Office 200 Crescent Court Suite 225
Dallas, Texas 75201
Contact: [email protected]
Office: 312-461-2240

BMO Family Office 2191 E Bayshore Road, Suite 200
Palo Alto, California 94303
Contact: [email protected]
Office: 312-461-2240

BMO Family Office 4380 S. Macadam Avenue Suite 400
Portland, Oregon 97239
Phone: 503.228.4300
Fax: 503.220.4576
Contact: [email protected]
Office: 312-461-2240

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100 King St. West, 42nd Floor

Toronto

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M5X 1H3

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