Our beginning
Harris Moor Finance
Everything started by chance, while vacationing in the United States. I was sitting outside on the deck, looking at the view of the ocean; lost in my thoughts. That’s when he approached me with a strong handshake and started talking to me. It didn’t take long and we were exchanging many words on our personal journeys as well as our different points of view.
It struck me how easy it was to talk to him and at the same time how captivated I was by his life experiences. In fact, I wanted to know more about him. And that’s when our special bond started.
It was like time had stopped: only the two of us, the beautiful view of the ocean, a glass of rum and our stories. Many of these stories were filled with hard work and passion for finance. In fact, he worked on Wall Street in the Sixties.
I was happy to listen to him and to be able to confront myself with someone who, like me, brought his values and beliefs in his way of doing business.
Moreover, his experiences also gave him insights that he shared with me, which I am honored to have received and that I cherish.
I also appreciated how candid he was in telling me the hardships of this job. His knowledge and vision have helped me better understand where this sector is headed, along with its challenges and advancements.
Thus, this person had a strong impact on me and I want to keep his memory alive by making him part of our business – as a reminder of those “once in a lifetime” kind of encounters that end up shaping our future in ways that we couldn’t have imagined otherwise.
This is to you: Harris.
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.