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Solutions

Exceptional challenges requires niche expertise
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.
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 life’s predictable and unpredictable events.
 
Business Professionals
Perhaps you are a lawyer looking for capital to fund your firm’s 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.
 
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.
 
 
 
 
Here Take The Wheel
 
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.
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