Originally founded in 1999 as myCFO, Inc. by technology entrepreneurs Jim Clark and Tom Jermoluk, the firm was a pioneer in offering comprehensive financial management services to the ultra-affluent. In 2002, it was acquired by Harris Bank, a subsidiary of the BMO Financial Group. Today, operating as BMO myCFO, it is a key service within the BMO Family Office, providing a "personal CFO" experience that integrates investment management, tax planning and compliance, philanthropic advisory, and family governance for clients with significant and complex wealth.

Founded in

India