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Our Clients

Clients come to Harris myCFO for a number of reasons. Often, they have experienced a significant liquidity event such as:
Entrepreneurial success
Sale of a business
Inheritance
Exercise of stock options
Some clients already have a family office and turn to Harris myCFO to enhance certain functions or add new capabilities.

Others are thinking about establishing their own family office and realize that hiring and managing individual advisors can be a long, expensive and complicated process.

Either way, wealthy individuals and families realize they have to diversify their investments, create a family legacy, and manage what is becoming an increasingly complex financial situation. They realize that Harris myCFO may help them find a more efficient approach.
Perspectives
What is a Comprehensive Family office? Learn more
     
 
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  *Harris myCFOTM is the brand used by Harris myCFO, Inc., providing family office services, Harris myCFO Investment Advisory Services LLC, an SEC-registered investment adviser, and certain divisions of Harris N.A. and its affiliates that are national banks with trust powers.

Not all products and services are offered in every state and/or location.

United States Department of Treasury Regulation Circular 230 requires that we notify you that, with respect to any statements regarding tax matters made herein, including any attachments, (1) nothing herein was intended or written to be used, and cannot be used by you, to avoid tax penalties; and (2) nothing contained herein was intended or written to be used, and cannot be used, or referred to in any marketing or promotional materials. Further, to the extent any tax statement or tax advice is made herein, Harris N.A. and its affiliates do not and will not impose any limitation on disclosure of the tax treatment or tax structure of any transactions to which such tax statement or tax advice relates. Harris N.A. and its affiliates do not provide legal advice to clients. You should review your particular circumstances with your independent legal and tax advisors.