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A Comprehensive Family Office Solution

Finding the right wealth management solution isn't always easy. What's the best option — creating your own single-family office or joining a multifamily office? If you choose the latter, how do you single out the one you'll be most comfortable with — and that can best meet your family's specific needs?

Single-family office or multi-family office?

The fact is, there is no shortage of well-established multifamily offices, each offering a varied menu of specialized skills and expertise. What sets CTC Consulting | Harris myCFO apart is the degree to which we commit ourselves to your best interests exclusively and then marshal our full capabilities toward that end. As we see it, wealth management is about building a close, caring relationship with you as much as it is about products and services.

The unique value we offer you is more than the sum of our individual service offerings. Rather, it derives from our emphasis on interdisciplinary teamwork and collaboration on your behalf. Silo thinking has no place at CTC Consulting | Harris myCFO: It's by working across functional boundaries — tax planners talking to investment advisors, philanthropic consultants conferring with family educators — so that we can provide you with the best possible solutions and ideas. And with the resources and backing of BMO Financial Group (one of the largest diversified financial services providers in North America), we provide clients with the best of both worlds — being small where it matters, but big where it counts.

You and CTC Consulting | Harris myCFO

Investment Advisory Services Family Office Services
  • Investment analysis
  • Asset allocation
  • Manager selection
  • Portfolio management
  • Investment product due diligence
  • Investment policy
  • Portfolio strategy
  • Investment performance monitoring
  • Portfolio accounting
  • Alternative investment tracking
  • Trading
  • Financial planning and coordination
  • Estate and trust services
  • Wealth transfer planning
  • Tax planning and compliance
  • Risk management and insurance services
  • Philanthropic planning
  • Expense management and bill payment
  • Family education
  • Comprehensive financial reporting
  • Liquidity strategies
  • Concierge services

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Family Business Insights

Visit the Family Business Wiki.org blog post by John Benevides on "The Family Office: Three Essential Question, Three Honest Answers"

A knowledge of Wealth

Looking for a Family Office to help integrate your financial needs?