Carol Schleif is the Chief Investment Officer of BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs. Please review the privacy and security policies of web sites reached through links from BMO web sites. Prior to his academic career, Yung-Yu worked for a global consulting firm with operations in Hong Kong, Taiwan and Mainland China where he performed financial, macroeconomic, and market analysis for global companies. She earned undergraduate degrees in both business administration and equestrian science from William Woods College, where she graduated salutatorian and summa cum laude. We may also ask you to provide a copy of your driver's license or other identifying documents.
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Read MoreMa earned his Ph. She is a sought-after speaker and thought leader, and a frequent contributor to Bloomberg, Reuters and other financial media. Please consult with your legal advisor. She earned undergraduate degrees in both business administration and equestrian science from William Woods College, where she graduated salutatorian and summa cum laude. This information is being used to support the promotion or marketing of the planning strategies discussed herein.