Harris - Middle Market Banking

Middle Market Banking

Wealth Management Services

Business owners typically have a sizable percentage of their personal assets invested in their business. You may, however, benefit from an investment strategy that clarifies and reconciles your business and personal financial objectives. Such strategies take into account a variety of important family wealth management issues, including:

	•	Determining personal financial and retirement goals;
	•	Enacting an asset allocation strategy that supports your long-term financial objectives;
	•	Establishing trust and estate plans that shelter your assets from taxes and that provide financial security for your heirs;
	•	Managing the wealth created by monetizing business assets or selling a closely held business.

For nearly a century, Harris Private Bank has specialized in helping financially advantaged individuals build, enhance and preserve their assets.

To learn more about our capabilities, please call us at 1-888-489-2265.

	Online Services

	Resources

	Economic Reports Women in Business H.E.L.P. Employ Illinois HelpLink Succession Planning Contact Us

	Quick Links

	Personal Financial Services Small Business Corporate & Institutional Harris Private Bank Investment Services Harris in the Community


	Corporate Information \| Careers \| Regulators \| Legal \| Security \| Privacy

Harris^® is a trade name used by Harris N.A. and its affiliates. Member FDIC External link leaving harrisbank.com Equal Housing Lender Logo

Third party web sites may have privacy and security policies different from Harris. Links to other web sites do not imply the endorsement or approval of such web sites. Please review the privacy and security policies of web sites reached through links from Harris web sites.

Brokerage (including mutual funds and annuities) and investment advisory services are offered through Harris Investor Services, Inc. Member FINRA/SIPC . SEC-registered investment adviser. Insurance offered through Harris Bancorp Insurance Services, Inc. Harris Investor Services, Inc. and Harris Bancorp Insurance Services, Inc. are affiliated companies. Products offered are: NOT A DEPOSIT - NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY - NOT GUARANTEED BY ANY BANK - MAY LOSE VALUE.

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. does 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.does not provide legal advice to clients. You should review your particular circumstances with your independent legal and tax advisors.