|
|
|
|
|
| |
HOME > CAPABILITIES > FAMILY OFFICE SERVICES |
|
| |
|
|
| |
| |
 |
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:
- Provide a range of specialized investment advisory services
- Create an appropriate structure for family office services
- Conduct due diligence reviews on third-party service providers
- Coordinate your legal counsel and other advisors and consultants
- Engage directly with family members, trustees and beneficiaries as directed by the family office
- Coordinate and oversee certain banking relationships
- Coordinate and implement the transfer of personal assets from company assets during transition
- Coordinate meetings with other advisors to discuss new goals, realign old goals and assess quarterly financials
|
| |
| |
| |
|
|
|
|
|
|
