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We know that time is one of your most precious commodities. So we look to simplify the investment planning process by serving as your single point of contact, incorporating all aspects of your financial life into a comprehensive plan. Our investment advisory approach involves rigorous and disciplined manager selection, oversight and an ongoing evaluation process for all asset classes. As a result, you'll enjoy: |
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- Unbiased, conflict-free investment recommendations
- An open-architecture platform that provides access to carefully vetted investment managers from a variety of disciplines
- Detailed performance monitoring and in-depth reporting
- Ongoing portfolio oversight and coordination to help you achieve effective diversification, tax minimization, wealth transfer and strategic philanthropy
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It's never too early to begin planning for the eventual transition of wealth. We work with you to create a legacy that provides for your family and maintains your values and vision across future generations. We can help you to: |
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- Integrate estate plans with tax, investment, business and insurance planning
- Define and fulfill your philanthropic goals
- Transfer wealth tax efficiently
- Plan for business succession
- Identify the most beneficial trust structures for your particular needs
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Tax considerations affect virtually every financial decision your family makes. Harris myCFO's team-based approach is designed to integrate professional tax planning with all aspects of your financial picture—not just to provide short-term benefits, but also to minimize long-term tax implications. It includes: |
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- Implementation of tax-sensitive investment strategies and financial structures
- Creation of a tax strategy that supports your estate and philanthropic plans
- Development of tax minimization strategies
- Preparation and filing of tax returns
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We believe that private philanthropy should be a celebration of your life, vision, values and passions—and that your family should derive the maximum satisfaction that comes from effective philanthropy. Working with you, we can: |
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- Identify and articulate the values you wish to perpetuate
- Identify organizations and initiatives that match your interests and priorities
- Design an effective, long-term philanthropic strategy
- Manage the administration of your major gifts
- Develop family education programs for your children
- Provide ongoing advice and administrative support
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| Our technology platform delivers comprehensive reports that encompass your entire wealth management strategy, providing you with a virtual "balance sheet" view of your family's total financial picture—and enabling you to customize your reporting to your specific needs, preferences and financial profile, including: |
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- Accounts and legal entities
- Alternative investments
- Exchange-traded securities
- Bill paying and presentment
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- Hard assets
- Multigenerational reports
- Multiple custodians
- Partnerships
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If you already have a family office, you can expand and enhance your existing capabilities by outsourcing specific needs to Harris myCFO. In particular, we can: |
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- Provide a range of specialized investment management services
- Create appropriate structures for family office services
- Perform due diligence reviews of third-party service providers
- Coordinate your legal counsel and other advisors
- Hold periodic meetings with other advisors to discuss goals and financials
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Intergenerational communication and education are key elements to ensure that your family is prepared for the transition of wealth. Harris myCFO supports this goal with a range of initiatives: |
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- Family conferences and salons covering such topics such as family governance, philanthropy and wealth transfer
- One-on-one meetings with younger beneficiaries
- Programs tailored to your family´s specific financial situation
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| It's an unfortunate fact: Wealth brings increased exposure to potential liabilities. That's why we place a high priority on designing and implementing comprehensive risk-management strategies that can protect your wealth, reduce your exposure and give you peace of mind. Components include: |
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- Evaluation of existing risk-management program and insurance
- Insurance planning for your real estate, watercraft, automotive and aviation assets
- Medical coverage for your family and employees
- Review of existing life insurance coverage and evaluation of needs
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Estate Tax Alert: click here to read Harris myCFO’s insights into a new bill introduced in Congress on Estate Taxes |
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Company News |
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Harris myCFO™ Hires Mark W. Castelin as Director, Senior Investment Advisor |
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