Philosophy
Our Philosophy
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
Warrent Buffet
Harris Moor Finance’s business philosophy is to build long lasting relationships with its clients in order to advocate for the family and for future generations.
Therefore, we believe in understanding each and every family’s communication style and its culture in order to provide the best customised and unbiased solution possible.
YEARS OF EXPERIENCE
PROFESSIONALS AND STRATEGIC PARTNERS
Values
Harris Moor Finance stands on solid principles, which are portrayed in all the different aspects of our business. From top down, we believe in staying true to our nature, in letting our spirits evolve with innovation, not compromising our beliefs, in committing to hard work for high results, in following through with our actions and in being completely honest with one another – inside and outside the organization.
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.