BMO Bank
Search results
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.
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.
Aug 9, 2012 · Debra Doran, managing director of family office services at Chicago-headquartered Harris myCFO, discusses how wealth management firms should be shaping their offerings to involve females more.
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® is a brand used by Harris myCFO, Inc. providing Family Office Services, Harris myCFO Investment Advisory Services LLC, an SEC-registered investment advisor and certain divisions of BMO Harris Bank N.A. and its affiliates that are national banks with trust powers.
