BMO Family Office LLC
Legal Name: BMO FAMILY OFFICE, LLC
Full Contact Details
BMO Family Office LLC
2200 GENG ROAD, SUITE 100, PALO ALTO, CA
(650) 210-5000
(650) 210-5099
Other Info
BMO Family Office LLC, registered as BMO FAMILY OFFICE, LLC, is a DE Limited Liability Company that has been approved by the SEC since 1999. The firm, which boasts 120 employees, with 55 of them working in advisory, is responsible for providing services to 44 clients.
Family Office for Wealth Owners - BMO Harris
Working with high net worth families, BMO Wealth strategically integrates family wealth planning needs with long-term financial goals and lifestyle objectives.
Direct Owners
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BMO FINANCIAL CORP
SOLE MEMBER owns 75% or more
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CAROLYN ANDREA BOOTH
DIRECTOR owns less than 5%
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DARREL HARRIS HACKETT
DIRECTOR owns less than 5%
-
MICHAEL PATRICK STRITCH
DIRECTOR owns less than 5%
-
MICHAEL RICHARD HUTCHINSON
CHIEF COMPLIANCE OFFICER owns less than 5%
-
NEBOJSA PALDRMIC
CEO; PRESIDENT; DIRECTOR owns less than 5%
-
ROBERT GAGE GRAY
CHIEF OPERATING OFFICER owns less than 5%
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STEPHANIE ANN LAKE
CHIEF FINANCIAL OFFICER owns less than 5%
-
STEVEN PAUL MATTEUCCI
CHAIRMAN owns less than 5%
-
SHANNON MAUREEN KENNEDY
GLOBAL HEAD owns less than 5%
Indirect Owners
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BANK OF MONTREAL
SOLE OWNER owns 75% or more
Custodians
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CITY NATIONAL BANK
United States -
FIRST REPUBLIC BANK
United States -
NORTHERN TRUST BANK
United States