Wealth Advisory
Understanding Your
Aspirations. Bringing Them Within Reach |
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| Your Wealth Advisor will draw on financial planning specialists to
assist in gaining a deeper understanding of your personal goals, and developing corresponding strategies to
achieve them—for you, your family and future generations. |
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| Financial
Planning |
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| At Harris Private Bank, we believe that objective wealth planning
services are fundamental to our clients' ability to make informed financial decisions. We approach your
financial and tax planning challenges with uncompromising integrity, trust and personalized service. |
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| Philanthropic
Advisory |
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| One of the great rewards of affluence is the capacity to give back
to others—to contribute to initiatives and organizations in which you believe. Working with you and your
Wealth Advisor, our philanthropic advisors can: |
- Identify and articulate the values you wish to perpetuate
- Identify organizations and initiatives that match your interests and priorities
- Design an effective, long-term philanthropic strategy that can significantly reduce your estate
taxes as well as further the work of causes you believe in
- Manage the administration of your major gifts
- Develop family education programs for your children
- Provide ongoing advice and administrative support
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| Risk
Management |
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| How can you protect what you've built—for yourself, your family and
your heirs? Harris Private Bank’s risk management and insurance planning specialists help you navigate the
complex world of insurance solutions and identify the transfers and purchases that will make the most sense
for your particular situation. |
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| Wealth
Transfer Services |
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| Your wealth transfer plan should be geared toward a number of
compelling goals: preserving your assets, supporting the charitable causes you find most meaningful and,
ultimately, ensuring the efficient transfer of your wealth to your beneficiaries. |
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