family office

family office

harris more finance corporate 3

harris-moor-finance-icon

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 family goals.

New family wealth practices for future generations

Understanding the family’s culture and communication style helps create new wealth practices to further the knowledge of the inheritance to future generations.

The strategic advisor you need

Harris Moor Finance is an independent multi-family office committed to servicing affluent individuals/families and/or businesses located globally. The agile and smart structure of Harris Moor Finance enables us to provide both tailor-made and integrated solutions to protect, ensure, grow and preserve the wealth of clients in need of a long-term, trusted working relationship with proven experts.

FINANCIAL PLANNING
DISCRETIONARY MANDATES
TAX & LEGAL ADVISORY
SUCCESSION PLANNING
0
0
0

Moor than finance

Moor than finance
Experience

Business & Family Plans

An integrated wealth plan that explores the present situation and offers an extensive and predicted outlook on the future.

Professional

Tailored Advice

A boutique-like service, which is based on customization to offer the best solutions to answer to the specific family needs.

Integrity

Investment Solutions

A well rounded analysis that reflects the clients’ risk profile to create a balanced investment portfolio and generate interesting outcomes.

Need Help?

Get in Touch with Our Consultants!

Client Testimonials

Wealth
Planning

Planning the appropriate financial services based on the clients’ specific needs and requirements.

Investment Management

Creating a balanced investment portfolio based on the risk profile and the needs.

Family Legacy & Governance

Ensuring the family’s culture and values are accurately passed onto new generations.

Strategic
Advisory

Advising clients on the best strategies to achieve their business/family goals.

Request a free consultation