Company Information

Get to know BMO Family Office

BMO Family Office is a part of BMO Financial Group, a highly diversified financial services provider. It specializes in serving families of significant wealth by offering a comprehensive, integrated suite of services that includes investment management, trust and estate planning, philanthropy, private banking, and tax planning. The firm's history includes the strategic acquisition of CTC | myCFO in 2014, which expanded its capabilities to serve some of the wealthiest families in the United States. Their mission is to help families manage the complexities of their wealth and achieve their financial goals across generations.

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Financial Wealth ManagementPRIMARY

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BMO Family Office

United States

Founded in

2012 (14 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

SEC
LMP Status:
Inactive
Regulated By:

What are the differences in regulations for each

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.