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A Comprehensive Family Office Solution
At Harris myCFO, we view wealth management in terms of advocacy—on behalf of you, your family, your objectives and your values. We believe in listening before speaking, and understanding before advising. Since our establishment, we've been providing comprehensive family office guidance and services, including integrated and customized investment advisory, income tax planning and compliance, wealth management, philanthropy, financial planning, concierge, financial reporting, expense management, and bill paying to high-net-worth families and individuals across the nation.
 
 
Harris myCFO has built a strong culture that puts clients first. We believe that our most important role is to act as your advocate—helping you navigate the complexities, issues and challenges that come with managing significant wealth:
 
  • Rather than promote proprietary offerings, we provide you with access to a highly select and diverse group of carefully chosen and vigorously monitored investment managers who we believe can deliver superior risk-adjusted returns over time.
  • Our professionals provide objective, unbiased advice and support on a fee—only basis, employing a completely transparent fee structure.
 
 
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