The next step in simplifying your increasingly complex life


Harris myCFOTM * is dedicated to simplifying the complex issues that face individuals and families of wealth by delivering the guidance and services of a Comprehensive Family Office.

We give you the flexibility to build a team of specialists, coordinated by Harris myCFO, that can include your own trusted advisors along with the best professional talent for every aspect of your wealth management strategy.

Harris myCFO is the next step for affluent individuals and families who desire a comprehensive wealth management solution. One that is built upon objectivity, accountability and innovative solutions provided on a fee-only basis. Our approach is also designed for those with existing family offices who may want access to outside talent and resources.

Working with Harris myCFO is about finding a more efficient way to manage your wealth—in order to have more time to focus on the priorities of your life.

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What is a Comprehensive Family office? Learn more
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The Harris myCFO Foundation provides a simpler way to plan your giving. Learn more
Newsworthy
Congratulations to our Silicon Valley office for being selected for the 2008 Best of Redwood City Award in the Family Office Services category by the U.S. Local Business Association (USLBA.) See the press release.
     
 
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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.

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