Harris Private Banking Logo

Redefining Trust

Your needs, your values, your aspirations-our priorities. Throughout the more than 100 years of serving affluent individuals and families, Harris Private Bank has emphasized a genuine personal commitment to doing what’s best for our clients in order to preserve and protect their wealth. This singular focus on client relationships, putting your needs first, and steadfastly adhering to our core values of honesty and fair dealing is what continues to set us apart. Indeed, it’s the primary reason why clients continue to trust us to help them make informed decisions about their wealth and their future.

Whatever your specific financial and lifestyle goals, the seasoned professionals at Harris Private Bank will work with you to achieve them. You will benefit from a unique blend of expertise combined with an exceptional level of personal, genuine commitment.

Whether you seek specific components of a financial plan or a comprehensive wealth management strategy, our team will create customized solutions for every stage of your life and help you execute a plan in order to maximize the potential and realize the benefits of your wealth.

Capabilities Overview
Like most wealth management firms, we provide you with a comprehensive portfolio of investment solutions to address a variety of needs throughout your lifetime. What sets Harris Private Bank apart, however, is the highly-specialized skill, informed insights and objective guidance of our investment professionals—passionate professionals who take a genuine interest in helping you clarify your goals and implement fundamentally sound investment strategies to achieve them.

We approach investment management as a dynamic process focused on helping you make the right decisions about preserving and protecting your wealth to meet both your immediate and long-term needs.  Selecting the appropriate asset mix is one of the most important investment decisions clients can make toward successfully meeting their investment objectives and managing their portfolio risk. While the foundation of a portfolio should be a long-term strategic asset allocation, we believe that substantial value is created by making disciplined, research-driven tactical asset allocation adjustments to capture market opportunities as they evolve.
> Read More
To achieve your overall financial plan, you will partner with experienced advisors whose principal objective is to develop a comprehensive understanding of your personal goals and advocate on your behalf. We strive to be indispensable by developing integrated strategies to address each of your goals—for you, your family and future generations. Because managing the various facets of wealth can sometimes seem overwhelming, our specialized knowledge in income and estate tax planning, retirement planning, philanthropy, risk management, wealth transfer, and business succession are all readily available to clarify issues and help you make informed financial decisions.
> Read More
You may have sophisticated banking needs that require support in managing cash and credit. Harris Private Bank can efficiently address these needs, and in the process help you reclaim your time and energy for the things you value most in life.

Our credit services allow you to enjoy flexible terms and competitive rates on a complete range of personal and business loans. You can structure your wealth with the deposit services best suited to your needs, including checking account services, money market accounts and certificates of deposit.
> Read More
As you grow your wealth, preserving it for future generations and for your philanthropic causes becomes paramount. Our trust and estate professionals work with you and your legal advisors to develop an estate plan1 that provides stability and peace of mind. We can also assist you with a variety of estate, trust and tax planning issues related to IRA rollover retirement assets and the establishment of individual retirement trusts.

As a corporate trustee, we can assume direct responsibility for managing your assets in trust for your beneficiaries. We also offer a variety of administration services as they relate to various trust instruments used in estate planning, including acting as a corporate executor, and administration as a court-appointed guardian. The administration and disposition of your assets is a critical fiduciary responsibility that requires the expertise of a knowledgeable corporate fiduciary such as Harris Private Bank.
> Read More
1Estate planning requires legal assistance, which Harris does not provide. Consult your personal counsel.
Rest assured that no matter how complex your wealth management needs become or how significantly your assets may grow, Harris is uniquely positioned to help. Our Harris myCFOTM team provides comprehensive family office services, including integrated and customized investment advisory, tax planning and compliance, wealth management, philanthropy, financial reporting, and expense management to families of wealth and individuals across the nation.
Go to Harris myCFO
While wealth management is the cornerstone of Harris Private Bank, our clients have a depth of personal and business banking resources at their disposal—all backed by the global strength, resources and insights of BMO Financial Group.
> Read More
News & Insights
Outlook for Financial Markets
by Jack Ablin
>Read More
Contact Us
To find a Wealth Advisor near you, click on any of our locations across the country.
• Arizona • Virginia
• Florida • Washington
• Illinois • Wisconsin
• Indiana
Tell us what you need...
We'll direct you to the most relevant service offering.
Our objective financial planning and asset protection strategies can help you map a course.
Learn how personally tailored credit and concentrated stock investment management can help you achieve your goals.
Let us assist you in devising a plan to maximize your estate for your heirs.
1. How can I make sure we'll have enough to live comfortably in retirement?
2. Since much of my wealth is tied up in company stock, are there ways to improve my liquidity and lessen my portfolio risk?
3. Is there a better way to structure my estate so more of my assets will go to my beneficiaries rather than estate taxes?
Help
Announcements
Harris is participating in the FDIC’s Transaction Account Guarantee Program.
Learn More >> External link leaving harrisbank.com
 
PRIVACY | LEGAL AND DISCLOSURES | SECURITY | SITE MAP Member FDICExternal link leaving harrisbank.com