Harris myCFO, the multi-family office owned by the Bank of Montreal, is to relocate to larger premises in Palo Alto, California, moving from its current headquarters in Menlo Park, California.

The new address is to be Embarcadero Place, 220 Geng Road, Palo Alto, California on 2 May.

New technology wealth and shifting demographics are fueling a resurgence of wealth in transition creating opportunities for wealth managers, top execs at Harris myCFO told this publication in an exclusive interview in March.

“The expansion of our team and growing practice required a larger more effective work space,” said Harvey Armstrong, executive vice president and managing director of the California region. “This location was a perfect fit and allowed us to design a more efficient floor plan and work place that will enable us to better serve the needs of our clients.”

As part of that expansion, Thomas Meilinger joined Harris myCFO as managing director of national sales strategy in February.