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HOME > ABOUT US > OUR CLIENTS |
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Families come to Harris myCFO for many reasons, and with vastly different needs and circumstances. Some of these scenarios include:
- Entrepreneurial wealth—Many clients accumulate significant wealth as the result of long-term entrepreneurial success or the sale of a business. The sooner they begin planning, the greater the impact we can have on helping them diversify their holdings, plan for taxes, implement investment and estate planning strategies, and ultimately facilitate the management of their increasingly complex financial lives.
- Major inheritance—A large inheritance can be a life-changing event. A family office can help you devise appropriate tax and estate planning strategies, identify and articulate your philanthropic goals, and coordinate all the services associated with the management of significant wealth.
- Executive compensation—Senior corporate executives may receive compensation in the form of stock options, restricted shares or deferred compensation. We can help them minimize their tax liability while unlocking the value of illiquid assets.
- Existing family office—Clients who already have a family office often look to Harris myCFO to enhance capabilities in specific areas.
- Reliance on individual advisors—Clients served by an array of individual investment counselors, accountants, lawyers, brokers and other professionals often find it beneficial to leverage the skills of a multifamily office to more efficiently and effectively coordinate service delivery with their various providers
Regardless of your family's specific situation and needs, you may recognize a growing need to diversify investments, create a family legacy and manage what is becoming an increasingly complex financial situation. Harris myCFO can help you find a more efficient—and satisfying—approach.
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