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Risk Management and Insurance Services


With greater affluence comes increased exposure to potential liabilities. Expert planning and implementation of risk management strategies can significantly reduce your exposure and give you great peace of mind.

Our Risk Management and Insurance Services group can help you design a plan to protect your wealth and limit your exposure to undue risks. They will assess your life, disability, personal liability and major asset insurance strategies to help reduce estate taxes, protect and preserve assets, support charitable causes, and maintain the lifestyle that you desire for yourself and your family. This plan can include:
An evaluation of your existing risk management program, if in existence, and insurance coverage currently in force
A comprehensive report outlining our findings and recommendations
Personal insurance planning for your real estate, automobiles and aviation exposures
Medical coverage for your family and/or employees
Review existing life insurance coverage and evaluation of life insurance needs
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  *Harris myCFOTM is the brand used by Harris myCFO, Inc., providing family office services, Harris myCFO Investment Advisory Services LLC, an SEC-registered investment adviser, and certain divisions of Harris N.A. and its affiliates that are national banks with trust powers.

Not all products and services are offered in every state and/or location.

United States Department of Treasury Regulation Circular 230 requires that we notify you that, with respect to any statements regarding tax matters made herein, including any attachments, (1) nothing herein was intended or written to be used, and cannot be used by you, to avoid tax penalties; and (2) nothing contained herein was intended or written to be used, and cannot be used, or referred to in any marketing or promotional materials. Further, to the extent any tax statement or tax advice is made herein, Harris N.A. and its affiliates do not and will not impose any limitation on disclosure of the tax treatment or tax structure of any transactions to which such tax statement or tax advice relates. Harris N.A. and its affiliates do not provide legal advice to clients. You should review your particular circumstances with your independent legal and tax advisors.