Amy Griman
Senior Vice President, Chief Trust Officer
BMO Private Bank
Amy Griman is a Senior Vice President, Chief Trust Officer with BMO Private Bank
Amy oversees the BMO Private Bank personal trust offering and administration services for high net worth individuals and families. She focuses on orchestrating the delivery of customized trust solutions to clients and implementing strategic initiatives to expand trust services. She joined the organization in 2017 and has over 23 years of experience in the financial services industry.
A lawyer admitted to the bar for Indiana and the Southern District of the US District Court of Indiana, Amy received her Juris Doctor from the University of Dayton School of Law and her Bachelor of Arts degree from Franklin College.
She has served on the boards of the Indiana Repertory Theatre, Treasurer; and the Ronald McDonald House of Indiana, Governance Chair. She was also a member of professional advisory councils for the Indianapolis Art Museum, Indianapolis Children’s Museum and Central Indiana Community Foundation.
Amy lives in Glen Ellyn, Illinois with her husband, Jeff, and their three boys, Jack, Liam and Beau. She is an avid reader, a sports fan, cook and oenophile.
SESSIONS
Getting it Just Right: Understanding the impact and outcomes of a fully integrated estate plan – Speaker
Join senior trust and planning professionals at BMO Family Office as they share strategies for effective succession and estate planning for family business owners. Hear from the people charged with executing estate documents the problems they encounter regularly: too little planning, which results in chaos; or too much planning, which can lead to unintended consequences such as hamstringing heirs “from the grave.” Learn effective tools to produce a thoughtful, effective estate plan that makes your vision clear and streamlines decision-making for your family and key family business executives