Amy Griman
Global Head of BMO Family Office
Address
Chicago - South Canal Street
320 S. Canal Street, Floor 12
Chicago, IL 60606
Financial solutions for high net worth clients and Ultra-high net worth with investible assets of $1MM - $100MM+
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About me
Amy Griman is the Global President of BMO Family Office, an integrated wealth management provider that serves individuals, families and family offices across their tax, estate, investment, philanthropic, risk and capital needs. She has a passion for working closely with families to see a successful implementation of their family legacy for generations.
Amy has over 25 years of industry experience leading teams, driving outcomes, and delivering to our clients. Prior to leading BMO Family Office, Amy was the National Head of Trust & Estates, managing a team that delivered professional fiduciary administration to all BMO US wealth accounts. In this role, she implemented several strategic initiatives to grow and advance the fiduciary administration business. She also serves as CEO of BMO Delaware Trust Company (BDTC) and oversaw substantial growth of BDTC during her tenure.
A lawyer by training, Amy has been a planner, trust and estate settlement officer and market leader throughout the Midwest before joining BMO in 2017. Her previous experience includes Market Director at JP Morgan and Regional Trust Director, Central Region for Fifth Third Bank. She also practiced law in Indiana.
Amy received her law degree from the University of Dayton School of Law. She received her Bachelor of Arts degree from Franklin College of Indiana.
Amy is a member of the Chicago Estate Planning Council and the Executives’ Club of Chicago. She has served on multiple non-profit boards in her career, including the Ronald McDonald House of Indiana and the Indiana Repertory Theatre. Amy is an ambassador for our Women & Wealth program and a frequent speaker at industry events.
Amy has over 25 years of industry experience leading teams, driving outcomes, and delivering to our clients. Prior to leading BMO Family Office, Amy was the National Head of Trust & Estates, managing a team that delivered professional fiduciary administration to all BMO US wealth accounts. In this role, she implemented several strategic initiatives to grow and advance the fiduciary administration business. She also serves as CEO of BMO Delaware Trust Company (BDTC) and oversaw substantial growth of BDTC during her tenure.
A lawyer by training, Amy has been a planner, trust and estate settlement officer and market leader throughout the Midwest before joining BMO in 2017. Her previous experience includes Market Director at JP Morgan and Regional Trust Director, Central Region for Fifth Third Bank. She also practiced law in Indiana.
Amy received her law degree from the University of Dayton School of Law. She received her Bachelor of Arts degree from Franklin College of Indiana.
Amy is a member of the Chicago Estate Planning Council and the Executives’ Club of Chicago. She has served on multiple non-profit boards in her career, including the Ronald McDonald House of Indiana and the Indiana Repertory Theatre. Amy is an ambassador for our Women & Wealth program and a frequent speaker at industry events.
Services offered
- Wealth Planning
- Banking and Borrowing
- Trust and Estate
- Investment Management
- Retirement Planning
- Philanthropy
- Tax Planning
- Insurance & Risk Management
- Investment Advisory Services
- Family Office Services
- Capital Advisory Services
- Fiduciary Advisory Services
Meet your advisors
Chris Mosbarger, CPWA®
Market Manager
Call: 847-477-4863
Lynn Lavender
Senior Managing Director
Call: 312-461-2601
David Taylor
Managing Director
Call: 312-636-6787