Solutions
Exceptional
challenges requires niche expertise |
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| For clients
in certain professions and those facing particular
life events, Harris Private Bank can provide specialists
and resources that cater exclusively to your needs.
From business owners and corporate executives
to professionals in the legal and medical fields
to families facing the difficult challenges of
caring for an aging parent, our guidance and insight
can prove to be critical in the protection and
preservation of your hard-earned wealth. |
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| Business Owners |
| Many business owners tend to be so focused on
their business that they often overlook the management of their personal wealth. Let us help you look at
your complete financial picture in a more balanced, holistic way—planning ahead for lifes predictable and
unpredictable events. |
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| Business Professionals |
| Perhaps you are a lawyer looking for
capital to fund your firms expansion; a corporate executive concerned about liquidity and the risk of
over-concentrated company stock in your portfolio; or a medical specialist seeking to set up a private
practice. When you work with the professionals at Harris Private Bank, you can rest assured that we not
only understand your challenges, but have dealt with similar situations. |
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| Elder Care |
| The extra responsibility of supporting
aging family members and attending to their needs can be difficult to manage, both from an emotional and a
practical perspective. Harris enCircle® enables you to provide your aging family members with the care,
attention and support that they need as they age and become more dependent. This service offers a host of
solutions, including bill payment, tax coordination, investment management, guidance on care management
and educational resources that can make life easier for you and the people most important to you. |
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Featured Case Study |
Business Succession
Leaving a Short- and Long-Term Business Legacy
I like to think I'm good at making my own decisions. But when it
comes to stepping aside from my business, I found a lot of questions I just couldn't answer.
Read More |
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