MyCFO

Originally founded by James H. Clark, MyCFO was acquired by Harris Bank in 2002 and now operates as BMO Family Office. This entity is the wealth management unit of BMO, specializing in serving ultra-high-net-worth individuals, families, and family offices. In 2012, Harris myCFO merged with CTC Consulting, a premier wealth management firm, to form an integrated entity that combines independent investment consulting with comprehensive multi-family office services. The firm traces its roots back to these two organizations and has over 30 years of experience in the field. BMO Family Office delivers a comprehensive suite of integrated services managed by a dedicated point of contact. Its core offerings include Investment Advisory Services, Family Wealth Strategies (covering tax, estate, and philanthropic planning), Capital Advisory Services, and Fiduciary Advisory Services. The business model centers on providing objective, transparent, and holistic advice on an open architecture platform, which ensures they are not tied to proprietary products. Clients are typically ultra-affluent, with the firm serving over 340 client relationships. Services also encompass financial reporting, expense management, risk management, and customized banking and lending solutions. Keywords: wealth management, family office, ultra-high-net-worth, investment advisory, asset management, estate planning, tax planning, philanthropic planning, capital advisory, fiduciary services, private banking, financial reporting, risk management, BMO Family Office, integrated wealth solutions, asset allocation, private lending, trust services, succession planning, high-net-worth