BMO Family Office, LLC

Patrick Parisi is a financial advisor at Elyxium Wealth LLC with 21 years of industry experience. He holds a Series 65 designation and previously worked at BMO Family Office for 13 years. Elyxium Wealth provides asset management and comprehensive wealth management services to individuals, trusts, retirement plans, and business entities. The firm offers tailored investment programs that include public and private securities and employs a range of analytical methods alongside periodic account reviews and due diligence of third-party managers.

Michael Papciak is a CFA® charterholder with 15 years of industry experience. He is currently with BMO Family Office, LLC and has worked at Harris Mycfo Investment Advisory Services, LLC since 2010. He is also involved with Harris N.A. Personal Trust and Investment. BMO Family Office provides discretionary and non-discretionary investment management, family wealth strategies, and sub-advisory services to ultra-high-net-worth individuals, families, and institutions. The firm uses a combination of quantitative and qualitative due diligence overseen by an Investment Committee and integrates with BMO Financial Corp. to offer a broad range of family office services beyond traditional asset management.

Joseph Knecht is a CFP® and CFA® with 13 years of industry experience. He is currently with BMO Family Office, LLC and has worked at BMO Harris Bank N.A. since 1992. BMO Family Office provides discretionary investment management, advisory services, and family wealth strategies to ultra-high-net-worth individuals, families, foundations, and institutional clients. The firm’s investment approach combines asset allocation with quantitative and qualitative due diligence and is supported by its integration within the larger BMO Financial Corp. group.

Devon Chan is a financial advisor at BMO Family Office, LLC with Series 65 credentials and experience at BMO Family Office, Bank of Montreal, US Bank, and Union Bank. He is based in Newport Beach, CA. BMO Family Office provides discretionary investment management and advisory services to ultra-high-net-worth individuals, families, foundations, endowments, and other institutional clients. The firm uses a combination of quantitative and qualitative due diligence overseen by an Investment Committee and offers integrated wealth, tax, estate, and philanthropic coordination as a subsidiary of BMO Financial Corp.

Travis Borton is a CFP® and Series 65-licensed advisor with 13 years of industry experience. He is affiliated with BMO Family Office, LLC in Chicago, IL, and has worked at Harris MyCFO, LLC and BMO Harris Bank since 2011. BMO Family Office serves ultra-high-net-worth individuals, families, and institutional clients by providing discretionary investment management, advisory services, and family wealth strategies. The firm’s investment approach combines quantitative and qualitative due diligence overseen by an Investment Committee and utilizes a wide range of strategies and instruments, supported by its integration with BMO Financial Corp. and affiliated entities.