family office

Authorized by FINMA as portfolio managers

family office

Authorized by FINMA as portfolio managers

harris more finance corporate 3

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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.

FINANCIAL PLANNING
DISCRETIONARY MANDATES
TAX & LEGAL ADVISORY
SUCCESSION PLANNING
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Moor than finance

Moor than finance
Experience

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.

Professional

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.

Integrity

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.

Need Help?

Get in Touch with Our Consultants!

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.

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