harris more finance corporate 3

Developing an integrated wealth plan is vital because it acts as a compass.

Whatever the scenarios ahead, together we can peacefully prepare your tomorrow with conversations that go beyond what your financial situation shows about you.

An integrated wealth plan is a way to start identifying our client’s big-life changing questions and working on finding the best solutions in many areas of their life, such as:

  • family strategy;
  • estate planning;
  • family business sale;
  • tax-planning strategies;
  • income needs planning;
  • investment strategy;
  • liquidity needs;
  • risk mitigations strategies;
  • gifting and philanthropic considerations.

With the help of our experts, our client is guided every step of the way and supported in finding the proper set up that will give them and their family an overall sense of well-being.

Harris Moor Finance analyzes each client’s comprehensive situation by combining personal, family, and business goals with a strong desire to pass on a lasting legacy; all through comprehensive, integrated, and effective wealth and estate planning.

Plans are tailored to the client’s personal life circumstances and are adapted as life changes through the use of a novel investment practice called Goals-Based Investing (GBI), which determines the most appropriate investment strategies based on their behavioral and financial needs.

Thus, adapting traditional portfolio construction to the needs and goals of the client and their respective time horizons.

The implementation of such a client-centric approach allows our experts to have a holistic vision of the clients’ wealth and the hierarchy of their goals from which to map out tailor-made solutions.

Skillfully guarding your wealth 

While you enjoy the finer things in life, we skillfully guard your wealth: Harris Moor Finance recommends strategies that aim to preserve and grow the family’s wealth while also assessing legacy goals for future generations.


Planning tailored solutions to secure the family’s wealth based on the client’s needs and goals.


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.


Advising clients on the best strategies to achieve their private and/or corporate goals.

Request a free consultation