About
Harris Moor Finance
Harris Moor Finance is an independent multi-family office committed to servicing wealthy individuals/families and/or businesses located globally. Authorized by FINMA to operate as portfolio managers and subject to ongoing supervision by AOOS – Swiss Corporation for Supervision.
Harris Moor Finance is an active member of the Swiss Association of Wealth managers (SAM). The SAM is the national sector association, whose members are committed to serious, professional and high quality work.
The affiliation in the SAM is therefore, a demonstration of excellence and high work professionalism; a way to actively represent the values underlying Harris Moor Finance.
The agile, smart and completely independent structure of Harris Moor Finance combined with the proven knowledge of our professionals, enables us to provide both tailor-made and integrated solutions to protect and grow the wealth of our clients in need of a long-term, trusted working relationship.
We work to prepare our clients for the future by skillfully guarding our clients’ wealth.
In fact, Harris Moor Finance is strongly committed to protecting the long-term interests of its clients so as to ensure full achievement of goals.
We partner with best-in-class specialists to provide the most unbiased advice services to our clients in the following areas:
- Integrated Wealth Planning;
- Investment management;
- Family Legacy & Governance;
- Strategic Advisory.
in association with
Our mission and vision
Our Mission and Vision
Harris Moor Finance was born out of the primary need to protect, secure, grow and preserve the family assets. We are committed to building long lasting relationships with our clients to ensure that these assets continue to live on through the next generation.
Our mission is to ensure a solid future for the families and the generations to come, ensuring that the latter can fully understand the responsibility for their heritage and the best way to benefit from it.
Harris Moor Finance aims to become a landmark reference as an independent multi-family office in Switzerland servicing entrepreneurs and wealthy families offering them personalized services on a holistic basis to suit the most complex needs.
Harris Moor Finance is based on sound principles that are fully reflected through every facet of its activities. These values enable us to grow by committing ourselves to operating in an ethical, transparent and integral manner both within and outside the corporate environment, and always under the surveillance of the AOOS.
Why choose Harris Moor Finance
Why choose Us
Harris Moor Finance brings dedicated, innovative professionals with proven knowledge in a variety of areas related to finance, taxation, legal and inheritance issues with the goal of preserving and growing family wealth in today’s unpredictable and changing marketplace. Moreover, skilfully guarding and protecting the family legacy and ensuring the success of future generations is what Harris Moor Finance is all about.
With the client’s interests at heart, Harris Moor Finance always operates with the utmost ethical and professional standards. Our priority is to skilfully guard the family’s wealth and build long lasting relationships with our clients, which are based on shared values.
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.
Client Testimonials
I was surprise to learn that here in Lugano, I finally found my Family Office. I had been looking for somone who could go beyond what numbers show and really cater to my needs and those of my family. Thank you Andrea Moor.
Thank you for showing me how a trusted advisor works and for advocating for me when needed.
The level of ethics and professionalism comes across as soon as you meet Mr. Andrea Moor. I was pleased to witness this in the continuity of our working relationship.