N. Holliday

About N. Holliday

As Director of Fiduciary Advisory Services, I empower ultra-affluent individuals, families, and family offices with comprehensive trust and estate advisory solutions tailored to their unique financial landscapes. With over 25 years of experience spanning banking and law, I bring deep expertise in estate and trust administration, estate planning, and multi-generational wealth strategies. My approach goes beyond standard financial guidance—I build enduring relationships, offering bespoke advice that ensures financial security, legacy preservation, and strategic growth across generations. At the heart of my work is an integrated wealth management system that seamlessly aligns every aspect of a client’s financial plan—today, tomorrow, and for generations to come.

Experience

1. Director, Fiduciary Advisory Services, Family Office

   Bmo Family Office

   Sep 2019 — Present · Chicago, IL, US

   Manage and advise complex wealth management and fiduciary client relationships for the largest clients within the BMO Bank organization, each with $30 million or more in investable assets.• Acquired skills in negotiating, problem solving, delegating, leadership and sales to service and expand the client relationship. Consistently in the top 10 of the Leadership Board for three years by bringing in new business and revenue.• Effectively manage over $1 billion in assets, over 36 relationships and over 200 accounts, with associated revenue to the firm in excess of $6 million.• Serve on various trust committees and special projects within the BMO organization, including Trust Discretionary Committee reviewing large discretionary trust requests and distributions at the bank, managing a Future Fee Project for the Head of BMO Family Office, and working on a Client Satisfaction Committee.• Present to internal partners on trusts, estates and the benefits of utilizing a corporate trustee, as well as on career paths in private wealth management and the family office.

Education

• Benedictine University

  Bachelor of Arts (BA), Political Science and Government, Minor in Spanish

• Case Western Reserve University School of Law

  Doctor of Law (JD)

Skills

• Wealth
• Asset Management
• Real Estate
• Banking
• Wills
• Tax
• Wealth Management Services
• High Net Worth Individuals
• Management
• Retirement Planning
• Trusts
• Investment Management
• Civil Litigation
• Trust Services
• Estate Administration
• Trust Management
• Public Speaking
• Estate Planning
• Estate Tax Planning
• Investments
• Investment Advisory
• Wealth Management
• Accounting
• Portfolio Management