Solutions Tax Planning and Compliance Services Investment Advisory Services Estate and Trust Services Risk Management and Insurance Services Philanthropic Planning Expense Management and Financial Reporting Family Office Services Family Education		Home > Solutions > Family Office Services Family Office Services Harris myCFO functions as your professionally managed Family Office by providing the following administrative services. We… Create appropriate structure for family office services Perform due diligence reviews on third-party service providers Coordinate use of your legal counsel and other advisors / consultants Work with family members / trustees / beneficiaries Coordinate and maintain some banking relationships Coordinate and implement transfer of personal assets from company assets during transition Coordinate quarterly meetings with other advisors to discuss new goals, realign old goals, and assess quarterly financials		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.