STRATEGIC ADVISORY

STRATEGIC ADVISORY

harris more finance corporate 3

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

Whatever your situation, Harris Moor Finance is your strategic partner helping across multiple topics from assisting with your tax planning and legal advisory to the development of your company’s organization.

At Harris Moor Finance, tax and legal advisory are geared towards families who want to optimize tax planning in a legitimate way, see their wealth grow, and pass it safely onto future generations.

Complying with tax laws can be challenging for individuals and businesses, especially for those with interests around the world.  At the same time, family-owned businesses often face transition from one stage to the next, which can have a crucial impact on the organization.

Thus, in order to provide the clients with the best solutions for their financial situations and to respond to the specific needs and objectives, we often work with external experts to offer tailor-made professional advice.

Looking to the future, Harris Moor Finance stays on top of legislative developments, advising on the implications of major election results and keeping the clients ahead of tax changes in different countries.

For a business to thrive, an entrepreneur invests time, energy and passion in developing the business, which also comes with a significant amount of responsibilities.

From fundraising for business development to succession planning, each business life-cycle phase sets a number of tough challenges for entrepreneurs, which need to be addressed appropriately.

Complexity made easy 

Harris Moor Finance assists clients in the business, helping across every stage of its development and providing strategic advisory as well as comprehensive financial services.

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.

Request a free consultation