BMO Bank
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Harris myCFO is a brand used by Harris myCFO Inc. offering integrated wealth management with independent investment advisory services and the comprehensive capabilities of a multi-family office.
BMO Family Office offers independent investment consulting and the comprehensive services of a multi-family office. We trace our roots to two premier wealth management firms, CTC Consulting and Harris myCFO, which combined in 2012 to form the integrated wealth management firm we are today.
Jan 31, 2024 · Family estate and trust services. We provide an extensive and experienced management team of trust professionals focused on families and generational trust administration. Family wealth strategies. We assist families in strategically integrating their wealth with long-term financial goals and lifestyle objectives.
Harris myCFO® is a brand delivering services through Harris myCFO LLC, an investment advisor registered with the Securities and Exchange Commission and certain divisions of BMO Harris Bank, N. A. a national bank with trust powers.
Sep 7, 2011 · Harris myCFO, the US-based family ofice advisory unit of BMO Financial Group, has appointed Francine Lee as director. Lee was previously the senior vice president and head of family wealth advisory services for the Americas at HSBC Private Bank.
Harris Mycfo, LLC is a large advisory firm based in Palo Alto. It manages $8.48 billion of regulatory assets for 1,991 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Arizona, California, Colorado, and 13 other states.
Harris myCFO® is a brand delivering services through Harris myCFO, LLC, an investment advisor registered with the Securities and Exchange Commission; and certain divisions of BMO Harris Bank, N. A., a national bank with trust powers.
