family office
Authorized by FINMA as portfolio managers
Authorized by FINMA as portfolio managers

“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
Warrent Buffet
Integrated Wealth Planning & Investment Solutions
Outlining and planning the appropriate financial services catered to the clients’ specific needs and requirements to reach defined goals.
Skillfully guarding your wealth is our priority
Our priority is to protect our clients’ interests in the best possible way in order to ensure a feeling of tranquility that comes from being financially secure.
Your strategic advisor
Harris Moor Finance is an independent multi-family office based in Lugano, Switzerland and licensed by FINMA to operate as wealth managers and member of the ASG association.
The agile and smart structure of Harris Moor Finance enables us to skillfully guard the clients’ wealth by providing both tailor-made and integrated solutions that build on their specific needs and aspirations.
We are committed to protecting, growing and preserving the wealth of our clients in need of a long-term, trusted working relationship; guiding and supporting them every step of the way in finding the proper balance that will give them and their family an overall sense of tranquility.
YEARS OF EXPERIENCE
PROFESSIONALS AND STRATEGIC PARTNERS
Moor than finance
Family & Business Planning
Integrated estate planning that holistically explores the client’s, or family’s, current situation and allows for the best strategies for achieving future goals, both private and corporate.
Customized
consulting
A tailor-made consulting service that puts the client at the center of attention and where each issue is addressed by drawing on the know-how of our professionals.
Safeguarding the interests of our clients
A single point of reference for all of our clients’ needs, which allows us to guard their interests and ensure an overall feeling of well-being that stems from being financially secure.
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Wealth
Planning
Planning tailored solutions to secure the family’s wealth based on the client’s needs and goals.
Investment Management
Creating a customized investment portfolio according to the risk profile and needs of the client.
Family Legacy & Governance
Ensuring that heritage, culture and family values are passed down to future generations.
Strategic
Advisory
Advising clients on the best strategies to achieve their private and/or corporate goals.