BMO Family Office, LLC offers investment management and family wealth strategies tailored for ultra-high-net-worth individuals, families, single or multi-family offices, private foundations, endowments, and pooled investment vehicles. BMO Family Office provides both discretionary investment management and non-discretionary investment advisory services, designing customized asset allocation strategies, selecting sub-advisers and investments across various asset classes including cash, fixed income, equities, hedge funds, private markets, and real assets, and monitoring portfolio performance. In addition to investment services, BMO Family Office delivers family wealth strategies encompassing financial, tax, and estate advisory services, philanthropic planning, and administrative support. The firm operates as a wholly owned subsidiary of BMO Financial Corp., utilizing various brand names including BMO Wealth Management, BMO Family Office, and BMO Private Wealth, and maintains preferred relationships with qualified custodians such as Charles Schwab, FNZ Trust Company, and BMO Bank N.A.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $30.0M | 0.60% |
| $30.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100.0M - $200.0M | 0.25% |
| $200.0M - $300.0M | 0.20% |
| $300.0M - $400.0M | 0.15% |
| $400.0M - $500.0M | 0.10% |
| $500.0M - $750.0M | 0.05% |
| $750M+ | 0.03% |
Standard fees are negotiable and may be modified based on scope, scale, relationship complexity, account size, and asset types. Clients may alternatively pay negotiated retainers.