BMO Family Office

Multi Family Office (MFO)Chicago, United StatesFounded 2005
$6.0B
Assets Under Management
Chicago
Headquarters

About BMO Family Office

BMO Family Office is a multi-family office based in Chicago, Illinois. Established in 2005, the firm offers personalized financial planning, investment management, tax planning, and estate planning to help clients preserve and grow their wealth across generations. The assets are managed by the executive management team.

Preferred Investment Types

BuyoutPrivate EquityGrowth/ExpansionHedge FundInfrastructure - GeneralReal Assets & Natural Resources - GeneralReal Estate - GeneralVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Sectors & Themes

Hedge FundsETFsInsurance Products & ServicesInvestment ManagementEquity/Mutual FundsRetirement PlanningTrust ManagementLegal & Tax ServicesAnnuitiesCharitable Investments FinanceAlternative InvestmentsTraditional Investments (Liquid Assets)Insurance ServicesFinancial ServicesHigh-Level SectorsNon-Profit

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States

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Frequently asked questions

What type of investor is BMO Family Office?

BMO Family Office is a multi family office (mfo) based in Chicago, United States, managing approximately $6.0B in assets.

Where is BMO Family Office headquartered?

BMO Family Office is headquartered in Chicago, United States.

How much does BMO Family Office manage?

BMO Family Office manages approximately $6.0B in assets under management.

When was BMO Family Office founded?

BMO Family Office was founded in 2005.

What does BMO Family Office invest in?

BMO Family Office focuses on Buyout, Private Equity, Growth/Expansion, Hedge Fund, Infrastructure - General, Real Assets & Natural Resources - General, Real Estate - General, Venture Capital.

How can I contact BMO Family Office?

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